Plan5500

American State Equipment Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, American State Equipment Co., Inc. (EIN 39-0965954) is a plan sponsor located in Milwaukee, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0965954
Location
Milwaukee, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for American State Equipment Co., Inc.

  • 2 loaded plans hold $20.8M in reported assets.
  • The largest, American State Equipment Co., Inc. Employees' 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 214 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.8MSummed across loaded plans$20,790,842
Total reported assets$20.8M$20,790,842
Total reported participants214
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$20.8M total assets
Net assets$20.8MLiabilities—
Contributions & income
Employer contributions$373K
Participant contributions$928.2K
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%American State Equipment Co., Inc. Employees' 401(K) Plan
Participants per plan107Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    American State Equipment Co., Inc. Employees' 401(K) Plan$20.8M
    Plan #001 · 133 participants · 2023
  2. 2
    American State Equipment Co., Inc. Medical And Dennot reported in the loaded dataset
    Plan #502 · 81 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for American State Equipment Co., Inc.. Open one for its full reported snapshot.

  1. 2023
    American State Equipment Co., Inc. Employees' 401(K) Plan133 participants · 2Sch HSch C
    View filing →
  2. 2023
    American State Equipment Co., Inc. Medical And Den81 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does American State Equipment Co., Inc. report on Form 5500?
American State Equipment Co., Inc. (EIN 39-0965954) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for American State Equipment Co., Inc.?
The Employer Identification Number (EIN) reported for American State Equipment Co., Inc. is 39-0965954.
What is the latest Form 5500 filing year for American State Equipment Co., Inc.?
The latest loaded Form 5500 filing year for American State Equipment Co., Inc. is 2023.

Related Form 5500 pages