Aaa Mid States 401(K) Plan — Form 5500 plan (Aaa Mid States)
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 Mid States 401(K) Plan is a benefit plan reported by Aaa Mid States under EIN 23-2227715 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $8,667,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aaa Mid States
- EIN
- 23-2227715
- Plan number
- 001
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $8,667,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20240724150006NAL0012865025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,667,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,667,700
- Net assets (BOY)
- $7,661,392
Income & contributions
- Employer contributions
- $207,013
- Participant contributions
- $403,467
- Total contributions
- $611,511
- Total income / additions
- $1,847,429
Expenses & distributions
- Benefits paid
- $837,140
- Administrative expenses
- $3,981
- Total expenses
- $841,121
- Net increase / (decrease)
- $1,006,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |