2023 Form 5500 filing — Aaa Western And Central New York , Inc. 401(K) Retirement 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 20241002102739NAL0003948691001) for Aaa Western And Central New York , Inc. 401(K) Retirement Plan, reported by Aaa Western And Central New York under EIN 16-0338340 and plan number 002. It reports 653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002102739NAL0003948691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aaa Western And Central New York
- EIN
- 16-0338340
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,514,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,514,556
- Employer contributions
- $912,924
- Participant contributions
- $2,403,549
- Total income / additions
- $10,434,019
- Benefits paid
- $4,594,021
- Administrative expenses
- $65,245
- Total expenses
- $4,747,727
- Net increase / (decrease)
- $5,686,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $58,685 | $0 |
| Freed Maxick Cpas Pc | ACCOUNTANT | $6,560 | $0 |