Age 401(K) Plan — Form 5500 plan (Age Industries, Ltd)

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, Age 401(K) Plan is a benefit plan reported by Age Industries, Ltd under EIN 75-1810086 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $2,774,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Age Industries, Ltd
EIN
75-1810086
Plan number
001
Plan type
2
Location
Cleburne, TX
Latest filing year
2023
Participants
119
End-of-year plan assets
$2,774,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20241004120531NAL0023634642001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,774,815
Total liabilities (EOY)
$0
Net assets (EOY)
$2,774,815
Net assets (BOY)
$2,931,688

Income & contributions

Participant contributions
$206,363
Total contributions
$206,927
Total income / additions
$631,887

Expenses & distributions

Benefits paid
$775,066
Administrative expenses
$13,610
Total expenses
$788,760
Net increase / (decrease)
-$156,873

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$14,710$02023

Related Form 5500 pages