A-7 Austin, LLC 401(K) Plan — Form 5500 plan (A-7 Austin, LLC)

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, A-7 Austin, LLC 401(K) Plan is a benefit plan reported by A-7 Austin, LLC under EIN 20-1164703 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $7,597,543 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A-7 Austin, LLC
EIN
20-1164703
Plan number
001
Plan type
2
Location
Amarillo, TX
Latest filing year
2023
Participants
235
End-of-year plan assets
$7,597,543

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20240730093816NAL0031409840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,597,543
Total liabilities (EOY)
$0
Net assets (EOY)
$7,597,543
Net assets (BOY)
$5,468,411

Income & contributions

Employer contributions
$352,962
Participant contributions
$922,022
Total contributions
$1,369,118
Total income / additions
$2,490,931

Expenses & distributions

Benefits paid
$304,992
Administrative expenses
$52,417
Total expenses
$361,799
Net increase / (decrease)
$2,129,132

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$26,044$02023
Amarillo National BankINVESTMENT ADVISOR$24,675not reported in the loaded dataset2023
Empower Annuity Insurance CompanyINVESTMENT MGMT$1,760not reported in the loaded dataset2023

Related Form 5500 pages