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 South Jersey 401(K) Profit Sharing Plan is a benefit plan reported by Aaa South Jersey, Inc. under EIN 21-0399840 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $10,775,462 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,775,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,775,462
- Net assets (BOY)
- $8,912,889
Income & contributions
- Employer contributions
- $209,803
- Participant contributions
- $402,842
- Total contributions
- $612,645
- Total income / additions
- $2,132,949
Expenses & distributions
- Benefits paid
- $255,111
- Administrative expenses
- $2,637
- Total expenses
- $270,376
- Net increase / (decrease)
- $1,862,573