2023 Form 5500 filing — J.F. Ahern Co. Profit Sharing And 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723111128NAL0011627521001) for J.F. Ahern Co. Profit Sharing And 401(K) Plan, reported by J.F. Ahern Co. under EIN 39-0123200 and plan number 006. It reports 804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723111128NAL0011627521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.F. Ahern Co.
- EIN
- 39-0123200
- Plan number
- 006
- Location
- Fond Du Lac, WI
- Participants
- 804
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,917,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,917,025
- Employer contributions
- $2,082,182
- Participant contributions
- $5,460,899
- Total income / additions
- $24,783,706
- Benefits paid
- $3,103,447
- Administrative expenses
- $169,409
- Total expenses
- $3,272,856
- Net increase / (decrease)
- $21,510,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $85,430 | not reported in the loaded dataset |
| Robert W Baird & Company Inc | NONE | $69,334 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $14,645 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |