2023 Form 5500 filing — Associated Equipment Company, Inc. Profit Sharing & 401k 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 20241010154640NAL0021377697001) for Associated Equipment Company, Inc. Profit Sharing & 401k Plan, reported by Associated Equipment Company, Inc. under EIN 20-3433875 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010154640NAL0021377697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Equipment Company, Inc.
- EIN
- 20-3433875
- Plan number
- 001
- Location
- Pearland, TX
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,337,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,337,654
- Employer contributions
- $502,908
- Participant contributions
- $629,255
- Total income / additions
- $6,487,425
- Benefits paid
- $5,291,286
- Administrative expenses
- $77,435
- Total expenses
- $5,468,823
- Net increase / (decrease)
- $1,018,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frost Bank | NONE | $41,792 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $35,643 | not reported in the loaded dataset |
| Mattrix Trust Company | NONE | $0 | $0 |