A & A Maintenance Enterprises 401(K) Profit Sharing And Trust — Form 5500 plan (A&A Maintenance Enterprise, 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 & A Maintenance Enterprises 401(K) Profit Sharing And Trust is a benefit plan reported by A&A Maintenance Enterprise, Inc. under EIN 13-3149505 and plan number 001. The latest loaded filing year is 2023. The filing reports 891 participants and $2,873,739 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.9MPlan net assets, end of year$2,873,739
Participants891Covered participants reported
Assets / participant$3.2KComputed: assets ÷ participants$3,225 (computed)
Provider compensation$41.7K3 Schedule C provider row(s)$41,673
Plan sponsor
A&A Maintenance Enterprise, Inc.
EIN
13-3149505
Plan number
001
Plan type
2
Location
Yonkers, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023891H, C20250227172115NAL0001306963001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$482.2K
Benefits paid / distributions$440.6K
Contributions
Employer$217.4K
Participant$394.7K
Full reported line items

Net assets

Total assets (EOY)
$2,873,739
Total liabilities (EOY)
$0
Net assets (EOY)
$2,873,739
Net assets (BOY)
$2,348,751

Income & contributions

Employer contributions
$217,389
Participant contributions
$394,692
Total contributions
$612,081
Total income / additions
$1,007,222

Expenses & distributions

Benefits paid
$440,559
Administrative expenses
$41,675
Total expenses
$482,234
Net increase / (decrease)
$524,988
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$35,911$02023
Oppenheimer & Co. Inc.INVESTMENT/FINANCIAL ADVI$5,762$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages