2023 Form 5500 filing — Allied Mechanical Services, Inc. Profit Sharing And Retirement 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 20241015130027NAL0028501601001) for Allied Mechanical Services, Inc. Profit Sharing And Retirement Savings Plan, reported by Allied Mechanical Services, Inc. under EIN 38-2606103 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130027NAL0028501601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Mechanical Services, Inc.
- EIN
- 38-2606103
- Plan number
- 001
- Location
- Kalamazoo, MI
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,855,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,855,125
- Employer contributions
- $224,546
- Participant contributions
- $1,456,317
- Total income / additions
- $8,486,795
- Benefits paid
- $1,480,990
- Administrative expenses
- $27,394
- Total expenses
- $1,539,890
- Net increase / (decrease)
- $6,946,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cws Financial Advisors | INVESTMENT ADVISOR | $24,132 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $3,262 | $0 |