2023 Form 5500 filing — Applied Control Equipment 401(K) 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 20240731084610NAL0012540211001) for Applied Control Equipment 401(K) Plan, reported by Applied Control Management, Inc. under EIN 26-4313888 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731084610NAL0012540211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applied Control Management, Inc.
- EIN
- 26-4313888
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,971,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,971,357
- Employer contributions
- $873,763
- Participant contributions
- $2,069,032
- Total income / additions
- $7,880,928
- Benefits paid
- $4,609,036
- Administrative expenses
- $109,493
- Total expenses
- $4,718,529
- Net increase / (decrease)
- $3,162,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ima Wealth Inc | INVESTMENT ADVISORY | $57,664 | $25 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,809 | $0 |