Aim Engineering & Surveying, 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, Aim Engineering & Surveying, Inc. (EIN 65-0197775) is a plan sponsor located in Fort Myers, FL 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
65-0197775
Location
Fort Myers, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,871,461
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,871,461

Contributions & income

Employer contributions
$224,114
Participant contributions
$745,022
Total income / additions
$2,707,470

Expenses & distributions

Benefits paid / distributions
$1,045,314
Total expenses
$1,073,312
Net increase / (decrease)
$1,634,158

Coverage

Total reported participants
315
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Aim Engineering & Surveying, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Aim Engineering And Surveying Retirement Plan001167$11,871,4612023
Aim Engineering & Surveying, Inc. Welfare Benefit Plan501148not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Aim Engineering & Surveying, Inc.
YearPlanParticipantsSchedulesFiling
2023Aim Engineering And Surveying Retirement Plan167H, C20240730104409NAL0013286211001
2023Aim Engineering & Surveying, Inc. Welfare Benefit Plan14820240814090227NAL0011483457001

Related Form 5500 pages