2023 Form 5500 filing — Applewood Controls, Inc. 401(K) Profit Sharing 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 20241015132116NAL0049589760001) for Applewood Controls, Inc. 401(K) Profit Sharing Plan, reported by Applewood Controls, Inc. under EIN 02-0371535 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241015132116NAL0049589760001
Filing year
2023
Form type
2
Plan sponsor
Applewood Controls, Inc.
EIN
02-0371535
Plan number
001
Location
Ayer, MA
Participants
20
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,799,812
Total liabilities (EOY)
$0
Net assets (EOY)
$4,799,812
Employer contributions
$163,853
Participant contributions
$197,657
Total income / additions
$1,075,199
Benefits paid
$37,821
Administrative expenses
$12,242
Total expenses
$50,063
Net increase / (decrease)
$1,025,136
Schedule source
Schedule I

Related Form 5500 pages