2023 Form 5500 filing — Aea Investors Lp 401(K) Savings 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 20240829154918NAL0013714993001) for Aea Investors Lp 401(K) Savings Plan, reported by Aea Investors Lp under EIN 59-3761840 and plan number 002. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829154918NAL0013714993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aea Investors Lp
- EIN
- 59-3761840
- Plan number
- 002
- Location
- New York, NY
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,744,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,744,085
- Employer contributions
- $2,834,516
- Participant contributions
- $3,441,517
- Total income / additions
- $19,928,450
- Benefits paid
- $4,187,764
- Administrative expenses
- $132,713
- Total expenses
- $4,387,851
- Net increase / (decrease)
- $15,540,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliancebernstein Lp | INVESTMENT ADVISOR | $107,024 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $25,689 | $0 |