2023 Form 5500 filing — Ajax Paving Industries Of Florida, LLC 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 20241015132801NAL0049615712001) for Ajax Paving Industries Of Florida, LLC 401(K) Plan, reported by Ajax Paving Industries Of Florida, LLC under EIN 26-1871966 and plan number 001. It reports 566 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)$29.7MReported net assets$29,715,965
Participants566
Provider compensation$179.9K5 Schedule C row(s)$179,946
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132801NAL0049615712001
Plan sponsor
Ajax Paving Industries Of Florida, LLC
EIN
26-1871966
Plan number
001
Location
North Venice, FL
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)$29.7M total assets
Net assets$29.7MLiabilities$0
Money in vs. money out
Total income / additions$7.7M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$1.4M
Participant$2M
Full reported line items
Total assets (EOY)
$29,715,965
Total liabilities (EOY)
$0
Net assets (EOY)
$29,715,965
Employer contributions
$1,394,648
Participant contributions
$1,994,170
Total income / additions
$7,719,054
Benefits paid
$2,879,551
Administrative expenses
$122,840
Total expenses
$3,033,734
Net increase / (decrease)
$4,685,320

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$93,718$0
Empower Advisory Group, LLCINVESTMENT MGMT.$38,972$0
Morgan Stanley Smith Barney LLCBROKER/ADVISO Rnot reported in the loaded dataset$26,552
Great Lakes Pension Assoc., Inc.CONTRACT ADMIN.$8,756$10,000
Morgan Stanley Insurance Svcs Inc.BROKER/ADVISE Rnot reported in the loaded dataset$1,948

Related Form 5500 pages