Ayr Strategies Retirement Plan — Form 5500 plan (Ayr Strategies, 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, Ayr Strategies Retirement Plan is a benefit plan reported by Ayr Strategies, Inc. under EIN 98-1500584 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,362 participants and $15,040,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ayr Strategies, Inc.
EIN
98-1500584
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
3,362
End-of-year plan assets
$15,040,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,362H, C20241015145753NAL0014898163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,040,049
Total liabilities (EOY)
$0
Net assets (EOY)
$15,040,049
Net assets (BOY)
$9,535,437

Income & contributions

Employer contributions
$1,855,435
Participant contributions
$3,616,890
Total contributions
$5,695,109
Total income / additions
$7,652,511

Expenses & distributions

Benefits paid
$1,833,575
Administrative expenses
$314,324
Total expenses
$2,147,899
Net increase / (decrease)
$5,504,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$240,237not reported in the loaded dataset2023
Abg ConsultantsADVISOR$74,087not reported in the loaded dataset2023

Related Form 5500 pages