Aaa Central Penn 401k Plan — Form 5500 plan (Aaa Central Penn)
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 Central Penn 401k Plan is a benefit plan reported by Aaa Central Penn under EIN 23-1687512 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $27,585,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aaa Central Penn
- EIN
- 23-1687512
- Plan number
- 002
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $27,585,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241003140854NAL0017830896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,585,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,585,489
- Net assets (BOY)
- $24,432,899
Income & contributions
- Employer contributions
- $458,358
- Participant contributions
- $648,481
- Total contributions
- $1,159,259
- Total income / additions
- $4,561,408
Expenses & distributions
- Benefits paid
- $1,332,030
- Administrative expenses
- $76,788
- Total expenses
- $1,408,818
- Net increase / (decrease)
- $3,152,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Letort Management & Trust Co. | NONE | $76,788 | not reported in the loaded dataset | 2023 |