Ajs Shared Services, LLC 401(K) Plan — Form 5500 plan (Ajs Shared Services, LLC)
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, Ajs Shared Services, LLC 401(K) Plan is a benefit plan reported by Ajs Shared Services, LLC under EIN 46-3730756 and plan number 002. The latest loaded filing year is 2023. The filing reports 429 participants and $40,579,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ajs Shared Services, LLC
- EIN
- 46-3730756
- Plan number
- 002
- Plan type
- 2
- Location
- Warren, NJ
- Latest filing year
- 2023
- Participants
- 429
- End-of-year plan assets
- $40,579,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 429 | H, C | 20241009101012NAL0009096547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,579,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,579,711
- Net assets (BOY)
- $33,753,495
Income & contributions
- Employer contributions
- $280,169
- Participant contributions
- $2,383,517
- Total contributions
- $3,273,593
- Total income / additions
- $9,449,259
Expenses & distributions
- Benefits paid
- $2,579,160
- Administrative expenses
- $43,883
- Total expenses
- $2,623,043
- Net increase / (decrease)
- $6,826,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $35,390 | not reported in the loaded dataset | 2023 |
| Paulus, Sokolowski And Sartor, LLC | OTHER SERVICES | $13,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,507 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ajs Shared Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Warren, NJ
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Paulus, Sokolowski And Sartor, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation