Anna Maria Of Aurora, Inc. 401(K) Plan — Form 5500 plan (Anna Maria Of Aurora, 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, Anna Maria Of Aurora, Inc. 401(K) Plan is a benefit plan reported by Anna Maria Of Aurora, Inc. under EIN 34-0965631 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $2,641,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anna Maria Of Aurora, Inc.
- EIN
- 34-0965631
- Plan number
- 002
- Plan type
- 2
- Location
- Aurora, OH
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $2,641,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241007170932NAL0009077875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,641,676
- Net assets (EOY)
- $2,641,676
- Net assets (BOY)
- $2,137,364
Income & contributions
- Employer contributions
- $46,656
- Participant contributions
- $366,925
- Total contributions
- $596,177
- Total income / additions
- $948,956
Expenses & distributions
- Benefits paid
- $435,372
- Administrative expenses
- $9,272
- Total expenses
- $444,644
- Net increase / (decrease)
- $504,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $4,808 | $0 | 2023 |
| Farmers Trust Co Dba National Assoc | CONTRACT ADMIN | $2,484 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anna Maria Of Aurora, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Aurora, OH
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Farmers Trust Co Dba National Assoc — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation