A. W. A. R. E. , Inc. Retirement Plan And Trust — Form 5500 plan (A.W.A.R.E. 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. W. A. R. E. , Inc. Retirement Plan And Trust is a benefit plan reported by A.W.A.R.E. Inc. under EIN 81-0360391 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $6,997,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.W.A.R.E. Inc.
- EIN
- 81-0360391
- Plan number
- 001
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $6,997,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20240820135912NAL0001753571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,997,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,997,414
- Net assets (BOY)
- $5,626,170
Income & contributions
- Employer contributions
- $364,038
- Participant contributions
- $637,735
- Total contributions
- $1,104,407
- Total income / additions
- $2,052,735
Expenses & distributions
- Benefits paid
- $627,287
- Administrative expenses
- $47,236
- Total expenses
- $681,491
- Net increase / (decrease)
- $1,371,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $17,596 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,047 | $0 | 2023 |
| United Pension Administration | THIRD PARTY ADMIN | $7,779 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $4,693 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT ADVISORS | $3,545 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | OTHER | $21 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.W.A.R.E. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Bozeman, MT
- Lpl Financial — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- United Pension Administration — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation