2023 Form 5500 filing — The Azek Company 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 20241009082931NAL0010431347001) for The Azek Company 401(K) Plan, reported by The Azek Group LLC under EIN 20-2779385 and plan number 001. It reports 2,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009082931NAL0010431347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Azek Group LLC
- EIN
- 20-2779385
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 2,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,449,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,449,764
- Employer contributions
- $4,942,229
- Participant contributions
- $11,436,892
- Total income / additions
- $30,838,298
- Benefits paid
- $7,398,532
- Administrative expenses
- $321,204
- Total expenses
- $7,720,799
- Net increase / (decrease)
- $23,117,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $212,050 | not reported in the loaded dataset |
| Ubs Financial Services Inc | NONE | $109,154 | not reported in the loaded dataset |