Aoc Logistics 401(K) Savings Plan — Form 5500 plan (Aoc Logistics, 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, Aoc Logistics 401(K) Savings Plan is a benefit plan reported by Aoc Logistics, LLC under EIN 27-5136168 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $1,860,521 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aoc Logistics, LLC
EIN
27-5136168
Plan number
001
Plan type
2
Location
Great Falls, VA
Latest filing year
2023
Participants
106
End-of-year plan assets
$1,860,521

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023106H, C20240506090725NAL0028483840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,860,521
Total liabilities (EOY)
$0
Net assets (EOY)
$1,860,521
Net assets (BOY)
$1,892,782

Income & contributions

Employer contributions
$297,349
Participant contributions
$129,780
Total contributions
$450,141
Total income / additions
$718,255

Expenses & distributions

Benefits paid
$718,255
Administrative expenses
$32,261
Total expenses
$750,516
Net increase / (decrease)
-$32,261

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Ins CoRECORD KEEPER$25,347$02023
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$6,710$02023
Lpl FinancialBROKER$0$2042023

Related Form 5500 pages