James E. Ayers & Associates Inc. 401(K) Plan — Form 5500 plan (James E. Ayers & 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, James E. Ayers & Associates Inc. 401(K) Plan is a benefit plan reported by James E. Ayers & Associates Inc. under EIN 46-1751351 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $612,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
James E. Ayers & Associates Inc.
EIN
46-1751351
Plan number
001
Plan type
2
Location
Chesterfield, VA
Latest filing year
2023
Participants
4
End-of-year plan assets
$612,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20241001080729NAL0003128435001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$612,843
Total liabilities (EOY)
$0
Net assets (EOY)
$612,843
Net assets (BOY)
$447,977

Income & contributions

Employer contributions
$8,138
Participant contributions
$30,846
Total income / additions
$165,718

Expenses & distributions

Benefits paid
$482
Administrative expenses
$370
Total expenses
$852
Net increase / (decrease)
$164,866

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages