2023 Form 5500 filing — Aim Services, Inc. 403(B) 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 20241011115745NAL0012451267001) for Aim Services, Inc. 403(B) Plan, reported by Aim Services, Inc. under EIN 14-1609398 and plan number 001. It reports 2,810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115745NAL0012451267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aim Services, Inc.
- EIN
- 14-1609398
- Plan number
- 001
- Location
- Saratoga Springs, NY
- Participants
- 2,810
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,751,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,751,043
- Employer contributions
- $811,896
- Participant contributions
- $437,537
- Total income / additions
- $2,614,267
- Benefits paid
- $610,447
- Administrative expenses
- $21,318
- Total expenses
- $631,765
- Net increase / (decrease)
- $1,982,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Pension Consultants, Inc. | TPA | $14,475 | $1,522 |
| Equitable Financial Life Insurance | RECORDKEEPER | $246 | $5,203 |