2023 Form 5500 filing — Aqua Finance Inc. 401(K) Profit Sharing 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 20240729191430NAL0019930465001) for Aqua Finance Inc. 401(K) Profit Sharing Plan, reported by Aqua Finance Inc. under EIN 39-1615890 and plan number 001. It reports 556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729191430NAL0019930465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aqua Finance Inc.
- EIN
- 39-1615890
- Plan number
- 001
- Location
- Wausau, WI
- Participants
- 556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,763,296
- Net assets (EOY)
- $14,763,296
- Employer contributions
- $1,234,382
- Participant contributions
- $2,038,499
- Total income / additions
- $5,641,691
- Benefits paid
- $2,011,112
- Administrative expenses
- $14,531
- Total expenses
- $2,025,643
- Net increase / (decrease)
- $3,616,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Wisconsin Associates | CONTRACT ADMIN | $17,051 | $6,031 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,100 | not reported in the loaded dataset |