2023 Form 5500 filing — Arizona Machinery Group Employees' Profit Sharing 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 20240927184647NAL0002521137001) for Arizona Machinery Group Employees' Profit Sharing Retirement Plan, reported by Arizona Machinery Group, Inc. under EIN 86-0422015 and plan number 001. It reports 1,020 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$57.3MReported net assets$57,269,289
Participants1K1,020
Provider compensation$85.5K1 Schedule C row(s)$85,510
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927184647NAL0002521137001
- Plan sponsor
- Arizona Machinery Group, Inc.
- EIN
- 86-0422015
- Plan number
- 001
- Location
- Avondale, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$57.3M total assets
Net assets$57.3MLiabilities$2.1K
Full reported line items
- Total assets (EOY)
- $57,271,402
- Total liabilities (EOY)
- $2,113
- Net assets (EOY)
- $57,269,289
- Employer contributions
- $2,228,890
- Participant contributions
- $4,140,688
- Total income / additions
- $13,480,312
- Benefits paid
- $3,529,771
- Administrative expenses
- $78,977
- Total expenses
- $3,608,748
- Net increase / (decrease)
- $9,871,564
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $85,510 | $0 |