401(k)
2022 plan-year 401(k) DOL Form 5500

AARON EXCELLENCE, LLC 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

AARON EXCELLENCE, LLC

This 401(k) plan holds $357K in total assets and serves 192 participants as of 2022. It is sponsored by AARON EXCELLENCE, LLC in Georgia. The plan reported positive net income of $7K for the year.

Total Assets (2023)
$357K
Participants
192
State
Industry
Food Services & Accommodation

What the Filing Says About AARON EXCELLENCE, LLC 401(K) PLAN

AARON EXCELLENCE, LLC 401(K) PLAN is a 401(k) retirement plan sponsored by AARON EXCELLENCE, LLC, headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $357K in total end-of-year assets and covers 192 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 464883996, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $357K at the beginning of 2022 to $357K at year-end — a gain of 0.2%. Net assets (after liabilities) closed the year at $357K, with reported net income of $7K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$357K
Total Assets (End of Year)$357K
Net Assets (End of Year)$357K
Net Income$7K
Plan Type401(k)
Employer EIN464883996
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the AARON EXCELLENCE, LLC 401(K) PLAN?
As of the 2022 Form 5500 filing, AARON EXCELLENCE, LLC 401(K) PLAN holds $357K in total assets with 192 participants. It is sponsored by AARON EXCELLENCE, LLC.
What type of plan is AARON EXCELLENCE, LLC 401(K) PLAN?
AARON EXCELLENCE, LLC 401(K) PLAN is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 464883996.
Who sponsors the AARON EXCELLENCE, LLC 401(K) PLAN?
AARON EXCELLENCE, LLC 401(K) PLAN is sponsored by AARON EXCELLENCE, LLC, located in Georgia. The sponsor's EIN is 464883996 and the plan operates in the Food Services & Accommodation industry.
How did AARON EXCELLENCE, LLC 401(K) PLAN perform in 2022?
AARON EXCELLENCE, LLC 401(K) PLAN grew by 0.2% during 2022, moving from $357K to $357K in total assets. Net income was $7K.
Where can I find official filings for AARON EXCELLENCE, LLC 401(K) PLAN?
Official Form 5500 filings for AARON EXCELLENCE, LLC 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 464883996 or plan name at efast.dol.gov.
How does AARON EXCELLENCE, LLC 401(K) PLAN compare to other plans?
You can compare AARON EXCELLENCE, LLC 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 464883996.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.