Aim Services, Inc. 403(B) Plan — Form 5500 plan (Aim Services, 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, Aim Services, Inc. 403(B) Plan is a benefit plan reported by Aim Services, Inc. under EIN 14-1609398 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,810 participants and $9,751,043 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aim Services, Inc.
EIN
14-1609398
Plan number
001
Plan type
2
Location
Saratoga Springs, NY
Latest filing year
2023
Participants
2,810
End-of-year plan assets
$9,751,043

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,810H, C20241011115745NAL0012451267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,751,043
Total liabilities (EOY)
$0
Net assets (EOY)
$9,751,043
Net assets (BOY)
$7,768,541

Income & contributions

Employer contributions
$811,896
Participant contributions
$437,537
Total contributions
$1,424,327
Total income / additions
$2,614,267

Expenses & distributions

Benefits paid
$610,447
Administrative expenses
$21,318
Total expenses
$631,765
Net increase / (decrease)
$1,982,502

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Pension Consultants, Inc.TPA$14,475$1,5222023
Equitable Financial Life InsuranceRECORDKEEPER$246$5,2032023

Related Form 5500 pages