Original filing (PDF)20250623155024NAL0006543105001

A & I MARKETING, INC.

Name: A & I MARKETING, INC. — A & I MARKETING, INC. 401(K) P/S PLAN, Form 5500 (2024)
Creator: A & I MARKETING, INC.

Form 5500-SF

FILING_RECEIVED

A & I MARKETING, INC. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A & I MARKETING, INC..

Plan sponsor

Name

A & I MARKETING, INC.

EIN

91-1872220

Address

315 BAKER WAY · CAMANO ISLAND, WA · 98282

Phone

(206) 972-5260

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

BEACH TIMBER COMPANY

BEACH TIMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN

$1.7M · 100 participants

MALONEY & MOHSEN PLLC

MALONEY & MOHSEN PLLC CASH BALANCE PLAN

$1.7M · 4 participants

TOTAL CONTROL SYSTEMS, INC.

TOTAL CONTROL SYSTEMS, INC. 401(K) PLAN

$1.7M · 11 participants

SMART INTERPRETING SERVICES IN

SMART INTERPRETING SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 89 participants

CHATTAHOOCHEE CONSULTING GROUP, INC.

CCG, INC. 401(K) PROFIT SHARING PLAN