2023 Form 5500 filing — Aaa Northway, Inc. Profit Sharing 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 20241011142634NAL0022037793001) for Aaa Northway, Inc. Profit Sharing 401(K) Plan, reported by Aaa Northway, Inc. under EIN 14-1041270 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.5MReported net assets$12,530,744
Participants140
Provider compensation$4.5K3 Schedule C row(s)$4,527
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011142634NAL0022037793001
- Plan sponsor
- Aaa Northway, Inc.
- EIN
- 14-1041270
- Plan number
- 001
- Location
- Schenectady, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.5M total assets
Net assets$12.5MLiabilities$414
Full reported line items
- Total assets (EOY)
- $12,531,158
- Total liabilities (EOY)
- $414
- Net assets (EOY)
- $12,530,744
- Employer contributions
- $175,839
- Participant contributions
- $362,282
- Total income / additions
- $2,444,580
- Benefits paid
- $764,259
- Administrative expenses
- $6,892
- Total expenses
- $795,580
- Net increase / (decrease)
- $1,649,000
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER | $3,718 | $0 |
| Rimkus Marciano And Associates | TPA | $800 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | not reported in the loaded dataset | $9 |