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, Aion Management, LLC 401(K) Retirement Plan is a benefit plan reported by Aion Management, LLC under EIN 82-0770916 and plan number 001. The latest loaded filing year is 2023. The filing reports 616 participants and $7,600,817 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,600,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,600,817
- Net assets (BOY)
- $5,400,870
Income & contributions
- Employer contributions
- $960,414
- Participant contributions
- $1,237,107
- Total contributions
- $2,358,002
- Total income / additions
- $3,444,022
Expenses & distributions
- Benefits paid
- $1,179,062
- Administrative expenses
- $65,013
- Total expenses
- $1,244,075
- Net increase / (decrease)
- $2,199,947