2023 Form 5500 filing — Aim Transfer & Storage, Inc. Profit Sharing 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 20240916163332NAL0001768881001) for Aim Transfer & Storage, Inc. Profit Sharing 401(K) Plan, reported by Aim Transfer & Storage, Inc. under EIN 26-0103327 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916163332NAL0001768881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aim Transfer & Storage, Inc.
- EIN
- 26-0103327
- Plan number
- 001
- Location
- Oak Creek, WI
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,075,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,075,765
- Employer contributions
- $438,488
- Participant contributions
- $460,958
- Total income / additions
- $3,740,579
- Benefits paid
- $452,302
- Administrative expenses
- $53,895
- Total expenses
- $506,197
- Net increase / (decrease)
- $3,234,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Williams Financial | INVESTMENT ADVISOR | $21,550 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,998 | $0 |
| Carnow And Associates, Ltd. | TPA | $3,135 | $5,387 |