Aktion Associates, Inc. Retirement Savings Plan — Form 5500 plan (Aktion Associates, 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, Aktion Associates, Inc. Retirement Savings Plan is a benefit plan reported by Aktion Associates, Inc. under EIN 34-1300919 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $27,585,587 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aktion Associates, Inc.
EIN
34-1300919
Plan number
001
Plan type
2
Location
Maumee, OH
Latest filing year
2023
Participants
240
End-of-year plan assets
$27,585,587

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20240904141929NAL0011181971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,585,587
Total liabilities (EOY)
$0
Net assets (EOY)
$27,585,587
Net assets (BOY)
$22,884,258

Income & contributions

Employer contributions
$1,104,627
Participant contributions
$2,133,916
Total contributions
$3,481,014
Total income / additions
$7,246,950

Expenses & distributions

Benefits paid
$2,458,641
Administrative expenses
$86,980
Total expenses
$2,545,621
Net increase / (decrease)
$4,701,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$86,980$02023
Royal Alliance Associates, Inc.INVESTMENT ADVISORY$0$43,0352023

Related Form 5500 pages