Aa Transportation, Inc. 401(K) Plan — Form 5500 plan (Aa Transportation, Inc.)
Plain-English plan 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, Aa Transportation, Inc. 401(K) Plan is a benefit plan reported by Aa Transportation, Inc. under EIN 04-3323452 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $5,112,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aa Transportation, Inc.
- EIN
- 04-3323452
- Plan number
- 001
- Plan type
- 2
- Location
- Shrewsbury, MA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $5,112,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241004133105NAL0011467649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,112,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,112,127
- Net assets (BOY)
- $3,854,081
Income & contributions
- Employer contributions
- $221,557
- Participant contributions
- $498,765
- Total contributions
- $906,545
- Total income / additions
- $1,640,370
Expenses & distributions
- Benefits paid
- $325,008
- Administrative expenses
- $55,776
- Total expenses
- $382,324
- Net increase / (decrease)
- $1,258,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner | INVESTMENT ADVISOR | $16,978 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINSTRATOR | $5,193 | $2,065 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,776 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $116 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aa Transportation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Shrewsbury, MA
- Merrill Lynch Pierce Fenner — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation