A & A Transfer & Storage, Inc. 401(K) Savings Plan And Trust — Form 5500 plan (A & A Transfer & Storage, 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, A & A Transfer & Storage, Inc. 401(K) Savings Plan And Trust is a benefit plan reported by A & A Transfer & Storage, Inc. under EIN 59-1215476 and plan number 002. The latest loaded filing year is 2023. The filing reports 47 participants and $208,210 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$208.2KPlan net assets, end of year$208,210
Participants47Covered participants reported
Assets / participant$4.4KComputed: assets ÷ participants$4,430 (computed)
Provider compensationNone reported
Plan sponsor
A & A Transfer & Storage, Inc.
EIN
59-1215476
Plan number
002
Plan type
2
Location
Ft. Walton Beach, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202347I20241008154153NAL0029122960001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$208.2K total assets
Net assets$208.2KLiabilities$0
Money in vs. money out
Total income / additions$40.5K
Total expenses$3.4K
Benefits paid / distributions$3.4K
Contributions
Employer$3.7K
Participant$16.3K
Full reported line items

Net assets

Total assets (EOY)
$208,210
Total liabilities (EOY)
$0
Net assets (EOY)
$208,210
Net assets (BOY)
$171,100

Income & contributions

Employer contributions
$3,659
Participant contributions
$16,322
Total income / additions
$40,502

Expenses & distributions

Benefits paid
$3,392
Total expenses
$3,392
Net increase / (decrease)
$37,110
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income8%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages