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A & A 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameA & A 401(K) RETIREMENT PLAN
Plan identification number 001

A & A 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

A & A EMPLOYEE BENEFITS CONSULTING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:A & A EMPLOYEE BENEFITS CONSULTING CORPORATION
Employer identification number (EIN):660599823
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & A 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01RAMON J ABARCA SCHWARTZ
0012023-01-01
0012023-01-01RAMON J ABARCA SCHWARTZ
0012023-01-01RAMON J ABARCA SCHWARTZ
0012022-10-01
0012022-10-01RAMON J ABARCA SCHWARTZ

Plan Statistics for A & A 401(K) RETIREMENT PLAN

401k plan membership statisitcs for A & A 401(K) RETIREMENT PLAN

Measure Date Value
2023: A & A 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0110
Total number of active participants reported on line 7a of the Form 55002023-01-0110
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0110
Number of participants with account balances2023-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: A & A 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-010
Total number of active participants reported on line 7a of the Form 55002022-10-0110
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-0110
Number of participants with account balances2022-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010

Financial Data on A & A 401(K) RETIREMENT PLAN

Measure Date Value
2024 : A & A 401(K) RETIREMENT PLAN 2024 401k financial data
Total income from all sources2024-01-01$254,340
Expenses. Total of all expenses incurred2024-01-01$1,729
Total plan assets at end of year2024-01-01$382,391
Total plan assets at beginning of year2024-01-01$129,780
Total contributions received or receivable from participants2024-01-01$87,407
Expenses. Other expenses not covered elsewhere2024-01-01$1,729
Other income received2024-01-01$43,979
Net income (gross income less expenses)2024-01-01$252,611
Net plan assets at end of year (total assets less liabilities)2024-01-01$382,391
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$129,780
Total contributions received or receivable from employer(s)2024-01-01$122,954
2023 : A & A 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$100,459
Expenses. Total of all expenses incurred2023-12-31$679
Benefits paid (including direct rollovers)2023-12-31$144
Total plan assets at end of year2023-12-31$129,780
Total plan assets at beginning of year2023-12-31$30,000
Total contributions received or receivable from participants2023-12-31$44,348
Expenses. Other expenses not covered elsewhere2023-12-31$535
Other income received2023-12-31$12,649
Net income (gross income less expenses)2023-12-31$99,780
Net plan assets at end of year (total assets less liabilities)2023-12-31$129,780
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$30,000
Total contributions received or receivable from employer(s)2023-12-31$43,462
2022 : A & A 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$30,000
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$30,000
Total plan assets at beginning of year2022-12-31$0
Net income (gross income less expenses)2022-12-31$30,000
Net plan assets at end of year (total assets less liabilities)2022-12-31$30,000
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$30,000

Form 5500 Responses for A & A 401(K) RETIREMENT PLAN

2023: A & A 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: A & A 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01First time form 5500 has been submittedYes
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number518096-P1
Policy instance 1
Insurance contract or identification number518096-P1
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

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