Plan5500

A To Z Machine 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, A To Z Machine Co., Inc. (EIN 39-1864014) is a plan sponsor located in Appleton, 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
39-1864014
Location
Appleton, WI
Loaded plans
3
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 A To Z Machine Co., Inc.

  • 3 loaded plans hold $29.8M in reported assets.
  • The largest, A To Z Machine Co. , Inc. 401(K) Salary Reduction Plan, holds 62% of this company's reported plan assets.
  • Plans cover 445 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.9MSummed across loaded plans$18,853,249
Total reported assets$29.8M$29,764,956
Total reported participants445
Total reported liabilities$10.9M$10,911,707

Reported net position

Reported assets = net assets + liabilities (summed)$29.8M total assets
Net assets$18.9MLiabilities$10.9M
Contributions & income
Employer contributions$1.3M
Participant contributions$623.2K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$3.2M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets62%A To Z Machine Co. , Inc. 401(K) Salary Reduction Plan
Participants per plan148Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    A To Z Machine Co. , Inc. 401(K) Salary Reduction Plan$18.5M
    Plan #001 · 182 participants · 2023
  2. 2
    A To Z Machine Company, Inc. Employee Stock Ownership Plan$11.3M
    Plan #002 · 129 participants · 2023
  3. 3
    A To Z Machine Company, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 134 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 A To Z Machine Co., Inc.. Open one for its full reported snapshot.

  1. 2023
    A To Z Machine Company, Inc. Employee Benefits Plan134 participants · 2No schedules
    View filing →
  2. 2023
    A To Z Machine Co. , Inc. 401(K) Salary Reduction Plan182 participants · 2Sch HSch C
    View filing →
  3. 2023
    A To Z Machine Company, Inc. Employee Stock Ownership Plan129 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does A To Z Machine Co., Inc. report on Form 5500?
A To Z Machine Co., Inc. (EIN 39-1864014) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for A To Z Machine Co., Inc.?
The Employer Identification Number (EIN) reported for A To Z Machine Co., Inc. is 39-1864014.
What is the latest Form 5500 filing year for A To Z Machine Co., Inc.?
The latest loaded Form 5500 filing year for A To Z Machine Co., Inc. is 2023.

Related Form 5500 pages