Plan5500

Retirement Plan Of A.A. World Services, Inc. And A.A. Grapevine, Inc. — Form 5500 plan (Retirement Committee Of Aaws & Aagv)

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, Retirement Plan Of A.A. World Services, Inc. And A.A. Grapevine, Inc. is a benefit plan reported by Retirement Committee Of Aaws & Aagv under EIN 13-6208865 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $33,189,958 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Retirement Committee Of Aaws & Aagv
EIN
13-6208865
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
144
End-of-year plan assets
$33,189,958

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241011100357NAL0010794739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,189,958
Total liabilities (EOY)
$8,303
Net assets (EOY)
$33,181,655
Net assets (BOY)
$30,348,155

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$4,751,875

Expenses & distributions

Benefits paid
$1,837,982
Administrative expenses
$80,393
Total expenses
$1,918,375
Net increase / (decrease)
$2,833,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bpas Actuarial & Pension ServicesNONE$34,100not reported in the loaded dataset2023
Bpas Fiduciary ServicesNONE$31,939not reported in the loaded dataset2023
The Charles Schwab Trust CompanyNONE$14,354$02023

Related Form 5500 pages