Allied Engineering Services, 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, Allied Engineering Services, Inc. (EIN 81-0513254) is a plan sponsor located in Bozeman, MT 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
81-0513254
Location
Bozeman, MT
Loaded plans
1
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 Allied Engineering Services, Inc.

  • 1 loaded plans hold $3.3M in reported assets.
  • The largest, Allied Engineering Services, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 29 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3MSummed across loaded plans$3,253,182
Total reported assets$3.3M$3,253,182
Total reported participants29
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.3M total assets
Net assets$3.3MLiabilities
Contributions & income
Employer contributions$334.4K
Participant contributionsNot reported
Total income / additions$579.2K
Expenses & distributions
Benefits paid / distributions$99K
Total expenses$99K
Net increase / (decrease)$480.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Allied Engineering Services, Inc. Employee Stock Ownership Plan
Participants per plan29Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allied Engineering Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Allied Engineering Services, Inc. Employee Stock Ownership Plan29 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allied Engineering Services, Inc. report on Form 5500?
Allied Engineering Services, Inc. (EIN 81-0513254) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allied Engineering Services, Inc.?
The Employer Identification Number (EIN) reported for Allied Engineering Services, Inc. is 81-0513254.
What is the latest Form 5500 filing year for Allied Engineering Services, Inc.?
The latest loaded Form 5500 filing year for Allied Engineering Services, Inc. is 2023.

Related Form 5500 pages