2023 Form 5500 filing — Association Of Equipment Manufacturers 401(K) Plan-A

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 20241009114024NAL0018236193001) for Association Of Equipment Manufacturers 401(K) Plan-A, reported by Association Of Equipment Manufacturers under EIN 31-1796607 and plan number 003. It reports 122 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)$12.1MReported net assets$12,090,786
Participants122
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009114024NAL0018236193001
Plan sponsor
Association Of Equipment Manufacturers
EIN
31-1796607
Plan number
003
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$12.1M total assets
Net assets$12.1MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$557.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$12,090,786
Total liabilities (EOY)
$0
Net assets (EOY)
$12,090,786
Employer contributions
$557,541
Participant contributions
$1,050,158
Total income / additions
$3,473,384
Benefits paid
$2,348,218
Administrative expenses
-$9,414
Total expenses
$2,338,804
Net increase / (decrease)
$1,134,580
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct -$9.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009114024NAL0018236193001 cover?
It is the 2023 Form 5500 filing for Association Of Equipment Manufacturers 401(K) Plan-A, reported by Association Of Equipment Manufacturers (EIN 31-1796607).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages