2023 Form 5500 filing — Amerequip Corporation Union Employees 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 20240903091752NAL0030579936001) for Amerequip Corporation Union Employees 401(K) Plan, reported by Amerequip Corporation under EIN 36-3271934 and plan number 003. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903091752NAL0030579936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amerequip Corporation
- EIN
- 36-3271934
- Plan number
- 003
- Location
- Kiel, WI
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,715,378
- Net assets (EOY)
- $1,715,378
- Participant contributions
- $239,731
- Total income / additions
- $484,253
- Benefits paid
- $36,909
- Administrative expenses
- $11,785
- Total expenses
- $48,836
- Net increase / (decrease)
- $435,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $11,785 | $0 |