Aes, Inc. 401(K) Plan — Form 5500 plan (Analytical Environmental Services,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, Aes, Inc. 401(K) Plan is a benefit plan reported by Analytical Environmental Services,Inc. under EIN 58-1998989 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $2,464,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Analytical Environmental Services,Inc.
- EIN
- 58-1998989
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $2,464,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240523111350NAL0008157152001 |
| 2023 | 135 | H, C | 20240523113937NAL0002451747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,464,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,464,234
- Net assets (BOY)
- $2,374,002
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $149,629
- Total contributions
- $149,629
- Total income / additions
- $377,769
Expenses & distributions
- Benefits paid
- $277,855
- Administrative expenses
- $5,396
- Total expenses
- $287,537
- Net increase / (decrease)
- $90,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Life Agency Inc | BROKER/ADVISER | $0 | $3,119 | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $2,773 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $2,298 | not reported in the loaded dataset | 2023 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $325 | not reported in the loaded dataset | 2023 |
| Advised Assets Group | INVESTMENT MGT | $239 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $100 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Analytical Environmental Services,Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Merrill Lynch Life Agency Inc — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Advised Assets Group, LLC — Schedule C compensation
- Advised Assets Group — Schedule C compensation