2023 Form 5500 filing — Aaag Holdings, 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 20260508152157NAL0003259971001) for Aaag Holdings, Inc. 401(K) Plan, reported by Aaag Holdings, Inc. under EIN 46-5654318 and plan number 001. It reports 1,992 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)$10.2MReported net assets$10,167,551

Participants2K1,992

Provider compensation$12.5K1 Schedule C row(s)$12,539

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20260508152157NAL0003259971001
Plan sponsor: Aaag Holdings, Inc.
EIN: 46-5654318
Plan number: 001
Location: Carmel, IN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$10.2M total assets

Net assets$10.2MLiabilities$0

Money in vs. money out

Total income / additions$4M

Total expenses$1.6M

Benefits paid / distributions$1.5M

Contributions

Employer$154

Participant$2.6M

Full reported line items

Total assets (EOY): $10,167,551
Total liabilities (EOY): $0
Net assets (EOY): $10,167,551
Employer contributions: $154
Participant contributions: $2,591,806
Total income / additions: $3,978,760
Benefits paid: $1,543,559
Administrative expenses: $12,539
Total expenses: $1,621,303
Net increase / (decrease): $2,357,457

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Merrill Lynch, Pierce, Fenner And S$12.5K
RECORDKEEPER · Direct $12.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260508152157NAL0003259971001 cover?: It is the 2023 Form 5500 filing for Aaag Holdings, Inc. 401(K) Plan, reported by Aaag Holdings, Inc. (EIN 46-5654318).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).