A & A Safety, Inc. 401(K) Retirement Plan — Form 5500 plan (A & A Safety, Inc.)

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 & A Safety, Inc. 401(K) Retirement Plan is a benefit plan reported by A & A Safety, Inc. under EIN 31-1035771 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $12,550,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A & A Safety, Inc.
EIN
31-1035771
Plan number
001
Plan type
2
Location
Amelia, OH
Latest filing year
2023
Participants
308
End-of-year plan assets
$12,550,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20260226094455NAL0004195712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,550,599
Total liabilities (EOY)
$0
Net assets (EOY)
$12,550,599
Net assets (BOY)
$11,029,816

Income & contributions

Employer contributions
$71,972
Participant contributions
$602,934
Total contributions
$674,906
Total income / additions
$2,126,116

Expenses & distributions

Benefits paid
$532,356
Administrative expenses
$72,977
Total expenses
$605,333
Net increase / (decrease)
$1,520,783

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Retirement ServicesRECORDKEEPER$71,327not reported in the loaded dataset2023
Benefits Administrators, LLCTPA$7,402not reported in the loaded dataset2023

Related Form 5500 pages