Ah Junction, Inc. 401(K) Plan — Form 5500 plan (Ah Junction, 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, Ah Junction, Inc. 401(K) Plan is a benefit plan reported by Ah Junction, Inc. under EIN 46-5240519 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $4,472,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ah Junction, Inc.
- EIN
- 46-5240519
- Plan number
- 001
- Plan type
- 2
- Location
- Motley, MN
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $4,472,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241011094319NAL0010780243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,472,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,472,033
- Net assets (BOY)
- $3,685,225
Income & contributions
- Employer contributions
- $270,767
- Participant contributions
- $161,640
- Total contributions
- $492,974
- Total income / additions
- $985,243
Expenses & distributions
- Benefits paid
- $143,701
- Administrative expenses
- $54,734
- Total expenses
- $198,435
- Net increase / (decrease)
- $786,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $22,103 | $0 | 2023 |
| Clifton Larson Allen Wealth Advisor | INVESTMENT ADVISOR | $14,959 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,398 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ah Junction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Motley, MN
- Empower Annuity Insurance Company — Schedule C compensation
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation