Plan5500

A&A Transfer, LLC 401(K) Plan — Form 5500 plan (A&A Transfer, 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, A&A Transfer, LLC 401(K) Plan is a benefit plan reported by A&A Transfer, LLC under EIN 54-0903231 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A&A Transfer, LLC
EIN
54-0903231
Plan number
001
Plan type
2
Location
Chantilly, VA
Latest filing year
2023
Participants
133
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20240201114837NAL0014784771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$3,808,162

Income & contributions

Total contributions
$0
Total income / additions
$111,348

Expenses & distributions

Benefits paid
$181,400
Administrative expenses
$4,483
Total expenses
$185,883
Net increase / (decrease)
-$74,535

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forum Financial Management LpINVESTMENT MANAGEMENT$4,483not reported in the loaded dataset2023

Related Form 5500 pages