Aaron Investments Inc. D/B/A Woodstock Outlet 401(K) Plan — Form 5500 plan (Aaron Invstmnts Inc Dba Woodstock Outlet)
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, Aaron Investments Inc. D/B/A Woodstock Outlet 401(K) Plan is a benefit plan reported by Aaron Invstmnts Inc Dba Woodstock Outlet under EIN 58-2029252 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $6,890,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aaron Invstmnts Inc Dba Woodstock Outlet
- EIN
- 58-2029252
- Plan number
- 001
- Plan type
- 2
- Location
- Acworth, GA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $6,890,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20240912092535NAL0004318915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,890,868
- Total liabilities (EOY)
- $10,480
- Net assets (EOY)
- $6,880,388
- Net assets (BOY)
- $5,782,312
Income & contributions
- Employer contributions
- $205,182
- Participant contributions
- $491,952
- Total contributions
- $718,303
- Total income / additions
- $1,673,365
Expenses & distributions
- Benefits paid
- $540,329
- Administrative expenses
- $34,960
- Total expenses
- $575,289
- Net increase / (decrease)
- $1,098,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Mgmt LLC Fisher Invest | INVESTMENT ADVISOR | $23,480 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,098 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $382 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aaron Invstmnts Inc Dba Woodstock Outlet
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Acworth, GA
- Fisher Asset Mgmt LLC Fisher Invest — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation