A.I.S. Profit Sharing Plan — Form 5500 plan (A.I.S., 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, A.I.S. Profit Sharing Plan is a benefit plan reported by A.I.S., Inc. under EIN 04-3234397 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $4,617,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A.I.S., Inc.
EIN
04-3234397
Plan number
001
Plan type
2
Location
North Dartmouth, MA
Latest filing year
2023
Participants
357
End-of-year plan assets
$4,617,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023357H, C20241015133659NAL0014734515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,617,508
Total liabilities (EOY)
$0
Net assets (EOY)
$4,617,508
Net assets (BOY)
$3,864,661

Income & contributions

Participant contributions
$395,776
Total contributions
$421,182
Total income / additions
$1,006,636

Expenses & distributions

Benefits paid
$234,998
Administrative expenses
$18,791
Total expenses
$253,789
Net increase / (decrease)
$752,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$15,671$02023
Merrill LynchBROKER/DEALER$3,120$02023

Related Form 5500 pages