2023 Form 5500 filing — Anna Maria Of Aurora, 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 20241007170932NAL0009077875001) for Anna Maria Of Aurora, Inc. 401(K) Plan, reported by Anna Maria Of Aurora, Inc. under EIN 34-0965631 and plan number 002. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007170932NAL0009077875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anna Maria Of Aurora, Inc.
- EIN
- 34-0965631
- Plan number
- 002
- Location
- Aurora, OH
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,641,676
- Net assets (EOY)
- $2,641,676
- Employer contributions
- $46,656
- Participant contributions
- $366,925
- Total income / additions
- $948,956
- Benefits paid
- $435,372
- Administrative expenses
- $9,272
- Total expenses
- $444,644
- Net increase / (decrease)
- $504,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $4,808 | $0 |
| Farmers Trust Co Dba National Assoc | CONTRACT ADMIN | $2,484 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3 | $0 |