How big is AAA Financial Services, Inc.'s plan?

AAA Financial Services, Inc.'s plan reported $22K in assets and 5 participants for 2023.

Original filing (PDF)20241007224538NAL0016861665001

AAA Financial Services, Inc.

Name: AAA Financial Services, Inc. — AAA Financial, Form 5500 (2023)
Creator: AAA Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AAA Financial Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · AAA Financial Services, Inc.'s AAA Financial Services, Inc. 401(k) Profit Sharing Plan held $22K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

Plan identifiers

AAA Financial Services, Inc.'s EIN is 61-1672517.

EIN 61-1672517

Plan number 001

Plan year 2023

ACK ID 20241007224538NAL0016861665001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for AAA Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

AAA Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AAA FINANCIAL SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score