2023 Form 5500 filing — Aion Management, LLC 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 20241015140041NAL0016561875001) for Aion Management, LLC 401(K) Retirement Plan, reported by Aion Management, LLC under EIN 82-0770916 and plan number 001. It reports 616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140041NAL0016561875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aion Management, LLC
- EIN
- 82-0770916
- Plan number
- 001
- Location
- New York, NY
- Participants
- 616
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,600,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,600,817
- Employer contributions
- $960,414
- Participant contributions
- $1,237,107
- Total income / additions
- $3,444,022
- Benefits paid
- $1,179,062
- Administrative expenses
- $65,013
- Total expenses
- $1,244,075
- Net increase / (decrease)
- $2,199,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $59,853 | $0 |
| Baker Tilly Us, Llp. | NONE | $11,230 | not reported in the loaded dataset |
| Baker Tilly | NONE | $5,346 | not reported in the loaded dataset |