2023 Form 5500 filing — James E. Ayers & Associates Inc. 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 20241001080729NAL0003128435001) for James E. Ayers & Associates Inc. 401(K) Plan, reported by James E. Ayers & Associates Inc. under EIN 46-1751351 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241001080729NAL0003128435001
Filing year
2023
Form type
2
Plan sponsor
James E. Ayers & Associates Inc.
EIN
46-1751351
Plan number
001
Location
Chesterfield, VA
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$612,843
Total liabilities (EOY)
$0
Net assets (EOY)
$612,843
Employer contributions
$8,138
Participant contributions
$30,846
Total income / additions
$165,718
Benefits paid
$482
Administrative expenses
$370
Total expenses
$852
Net increase / (decrease)
$164,866
Schedule source
Schedule I

Related Form 5500 pages