Aahi 401(K) Retirement Plan — Form 5500 plan (The Access To Advanced Health Institute (Aahi))
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, Aahi 401(K) Retirement Plan is a benefit plan reported by The Access To Advanced Health Institute (Aahi) under EIN 91-1608978 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $14,023,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Access To Advanced Health Institute (Aahi)
- EIN
- 91-1608978
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $14,023,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241001165314NAL0007494721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,023,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,023,993
- Net assets (BOY)
- $11,376,087
Income & contributions
- Employer contributions
- $466,309
- Participant contributions
- $741,356
- Total contributions
- $1,438,050
- Total income / additions
- $3,671,768
Expenses & distributions
- Benefits paid
- $1,000,432
- Administrative expenses
- $23,430
- Total expenses
- $1,023,862
- Net increase / (decrease)
- $2,647,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $45,055 | not reported in the loaded dataset | 2023 |
| Clark Nuber | NONE | $21,250 | not reported in the loaded dataset | 2023 |