2023 Form 5500 filing — Ajax Paving Industries, Inc. 401(K) 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 20241015131230NAL0029744497001) for Ajax Paving Industries, Inc. 401(K) Plan, reported by Ajax Paving Industries, Inc. under EIN 38-1383205 and plan number 001. It reports 131 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)$46.8MReported net assets$46,812,663
Participants131
Provider compensation$153.2K5 Schedule C row(s)$153,240
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015131230NAL0029744497001
Plan sponsor
Ajax Paving Industries, Inc.
EIN
38-1383205
Plan number
001
Location
Troy, MI
Received date
not reported in the loaded dataset
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)$46.8M total assets
Net assets$46.8MLiabilities$0
Money in vs. money out
Total income / additions$9.8M
Total expenses$3.9M
Benefits paid / distributions$3.9M
Contributions
Employer$2.3M
Participant$1.1M
Full reported line items
Total assets (EOY)
$46,812,663
Total liabilities (EOY)
$0
Net assets (EOY)
$46,812,663
Employer contributions
$2,269,395
Participant contributions
$1,093,318
Total income / additions
$9,757,097
Benefits paid
$3,852,597
Administrative expenses
$43,787
Total expenses
$3,949,559
Net increase / (decrease)
$5,807,538

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$65,649$0
Empower Advisory Group, LLCINVESTMENT MGMT$39,365$0
Morgan Stanley SmithBROKER/ADVIS OR$0$34,924
Great Lakes Pension Associates, IncCONTRACT ADMIN$0$10,000
Morgan Stanley Insurance Services IBROKER/ADVISO R$0$3,302

Related Form 5500 pages