2023 Form 5500 filing — Acme Engineering & Manufacturing Corporation Incentive Savings 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 20241014163431NAL0026725457001) for Acme Engineering & Manufacturing Corporation Incentive Savings Plan, reported by Acme Engineering & Manufacturing Corp. under EIN 73-0558385 and plan number 002. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014163431NAL0026725457001
Filing year
2023
Form type
2
Plan sponsor
Acme Engineering & Manufacturing Corp.
EIN
73-0558385
Plan number
002
Location
Muskogee, OK
Participants
241
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,531,060
Total liabilities (EOY)
$0
Net assets (EOY)
$9,531,060
Employer contributions
$164,765
Participant contributions
$619,938
Total income / additions
$2,029,534
Benefits paid
$666,515
Administrative expenses
$20,336
Total expenses
$696,739
Net increase / (decrease)
$1,332,795
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Arvest Wealth ManagementADVISOR$11,719not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$8,617$0

Related Form 5500 pages