Aqua Finance Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Aqua Finance 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, Aqua Finance Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Aqua Finance Inc. under EIN 39-1615890 and plan number 001. The latest loaded filing year is 2023. The filing reports 556 participants and $14,763,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aqua Finance Inc.
- EIN
- 39-1615890
- Plan number
- 001
- Plan type
- 2
- Location
- Wausau, WI
- Latest filing year
- 2023
- Participants
- 556
- End-of-year plan assets
- $14,763,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 556 | H, C | 20240729191430NAL0019930465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,763,296
- Net assets (EOY)
- $14,763,296
- Net assets (BOY)
- $11,147,248
Income & contributions
- Employer contributions
- $1,234,382
- Participant contributions
- $2,038,499
- Total contributions
- $3,527,308
- Total income / additions
- $5,641,691
Expenses & distributions
- Benefits paid
- $2,011,112
- Administrative expenses
- $14,531
- Total expenses
- $2,025,643
- Net increase / (decrease)
- $3,616,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Wisconsin Associates | CONTRACT ADMIN | $17,051 | $6,031 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,100 | not reported in the loaded dataset | 2023 |