2023 Form 5500 filing — Aks Engineering And Forestry Retirement And 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 20241015092447NAL0027940609001) for Aks Engineering And Forestry Retirement And Savings Plan, reported by Aks Engineering & Forestry, LLC under EIN 93-1222759 and plan number 001. It reports 377 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)$24MReported net assets$24,038,926
Participants377
Provider compensation$40.2K3 Schedule C row(s)$40,183
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015092447NAL0027940609001
Plan sponsor
Aks Engineering & Forestry, LLC
EIN
93-1222759
Plan number
001
Location
Tualatin, OR
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)$24M total assets
Net assets$24MLiabilities$0
Money in vs. money out
Total income / additions$7.9M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$971.7K
Participant$2.4M
Full reported line items
Total assets (EOY)
$24,038,926
Total liabilities (EOY)
$0
Net assets (EOY)
$24,038,926
Employer contributions
$971,690
Participant contributions
$2,423,840
Total income / additions
$7,929,439
Benefits paid
$1,149,269
Administrative expenses
$40,183
Total expenses
$1,223,856
Net increase / (decrease)
$6,705,583
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $37.7K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $2.4K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015092447NAL0027940609001 cover?
It is the 2023 Form 5500 filing for Aks Engineering And Forestry Retirement And Savings Plan, reported by Aks Engineering & Forestry, LLC (EIN 93-1222759).
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