2023 Form 5500 filing — Aim Engineering And Surveying Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730104409NAL0013286211001) for Aim Engineering And Surveying Retirement Plan, reported by Aim Engineering And Surveying, Inc. under EIN 65-0197775 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730104409NAL0013286211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aim Engineering And Surveying, Inc.
- EIN
- 65-0197775
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,871,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,871,461
- Employer contributions
- $224,114
- Participant contributions
- $745,022
- Total income / additions
- $2,707,470
- Benefits paid
- $1,045,314
- Administrative expenses
- $27,998
- Total expenses
- $1,073,312
- Net increase / (decrease)
- $1,634,158
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $15,432 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,562 | not reported in the loaded dataset |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $7,554 | not reported in the loaded dataset |