Aaron Thomas Company, Inc. 401(K) Plan — Form 5500 plan (Aaron Thomas Company, 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, Aaron Thomas Company, Inc. 401(K) Plan is a benefit plan reported by Aaron Thomas Company, Inc. under EIN 95-3092539 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,976 participants and $7,412,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aaron Thomas Company, Inc.
EIN
95-3092539
Plan number
001
Plan type
2
Location
Garden Grove, CA
Latest filing year
2023
Participants
1,976
End-of-year plan assets
$7,412,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,976H, C20241010090611NAL0019845905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,412,130
Total liabilities (EOY)
$0
Net assets (EOY)
$7,412,130
Net assets (BOY)
$6,400,451

Income & contributions

Employer contributions
$47,265
Participant contributions
$495,973
Total contributions
$589,848
Total income / additions
$1,305,778

Expenses & distributions

Benefits paid
$280,532
Administrative expenses
$2,204
Total expenses
$294,099
Net increase / (decrease)
$1,011,679

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$2,204$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages