Applewood Controls, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Applewood Controls, Inc.)
Plain-English plan 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, Applewood Controls, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Applewood Controls, Inc. under EIN 02-0371535 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $4,799,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Applewood Controls, Inc.
- EIN
- 02-0371535
- Plan number
- 001
- Plan type
- 2
- Location
- Ayer, MA
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $4,799,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20241015132116NAL0049589760001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,799,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,799,812
- Net assets (BOY)
- $3,774,676
Income & contributions
- Employer contributions
- $163,853
- Participant contributions
- $197,657
- Total income / additions
- $1,075,199
Expenses & distributions
- Benefits paid
- $37,821
- Administrative expenses
- $12,242
- Total expenses
- $50,063
- Net increase / (decrease)
- $1,025,136
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.