Ahead, Inc. 401(K) Plan — Form 5500 plan (Ahead, 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, Ahead, Inc. 401(K) Plan is a benefit plan reported by Ahead, Inc. under EIN 84-3489032 and plan number 001. The latest loaded filing year is 2023. The filing reports 960 participants and $57,590,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ahead, Inc.
- EIN
- 84-3489032
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 960
- End-of-year plan assets
- $57,590,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 960 | H, C | 20240401121024NAL0005487539001 |
| 2023 | 2,022 | H, C | 20241014121007NAL0052181250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,161,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $136,161,789
- Net assets (BOY)
- $98,028,310
Income & contributions
- Employer contributions
- $7,466,775
- Participant contributions
- $19,847,404
- Total contributions
- $32,146,892
- Total income / additions
- $52,662,305
Expenses & distributions
- Benefits paid
- $13,985,186
- Administrative expenses
- $472,567
- Total expenses
- $14,528,826
- Net increase / (decrease)
- $38,133,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $256,577 | $0 | 2023 |
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $113,918 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $101,082 | not reported in the loaded dataset | 2023 |
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $71,928 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $56,807 | $0 | 2023 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $18,277 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ahead, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Regions Bank Dba Regions Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Advised Assets Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation