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, Aaa Western And Central New York , Inc. 401(K) Retirement Plan is a benefit plan reported by Aaa Western And Central New York under EIN 16-0338340 and plan number 002. The latest loaded filing year is 2023. The filing reports 653 participants and $46,514,556 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,514,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,514,556
- Net assets (BOY)
- $40,828,264
Income & contributions
- Employer contributions
- $912,924
- Participant contributions
- $2,403,549
- Total contributions
- $3,834,404
- Total income / additions
- $10,434,019
Expenses & distributions
- Benefits paid
- $4,594,021
- Administrative expenses
- $65,245
- Total expenses
- $4,747,727
- Net increase / (decrease)
- $5,686,292