Aes Mechanical Services Group, Inc. 401(K) Profit — Form 5500 plan (Aes Mechanical Services Group, 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, Aes Mechanical Services Group, Inc. 401(K) Profit is a benefit plan reported by Aes Mechanical Services Group, Inc. under EIN 20-1068725 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $3,455,056 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,455,056
Participants116Covered participants reported
Assets / participant$29.8KComputed: assets ÷ participants$29,785 (computed)
Provider compensationNone reported
Plan sponsor
Aes Mechanical Services Group, Inc.
EIN
20-1068725
Plan number
001
Plan type
2
Location
Tallassee, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116H20241015164945NAL0030399809004
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)$3.5M total assets
Net assets$3.5MLiabilities
Money in vs. money out
Total income / additions$909.8K
Total expenses$135.5K
Benefits paid / distributions$130.6K
Contributions
Employer$181.2K
Participant$248.8K
Full reported line items

Net assets

Total assets (EOY)
$3,455,056
Net assets (EOY)
$3,455,056
Net assets (BOY)
$2,680,830

Income & contributions

Employer contributions
$181,229
Participant contributions
$248,790
Total contributions
$432,142
Total income / additions
$909,767

Expenses & distributions

Benefits paid
$130,599
Administrative expenses
$4,942
Total expenses
$135,541
Net increase / (decrease)
$774,226
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 42%Participant 58%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income14%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages