Ajax Paving Industries Of Florida, LLC 401(K) Plan — Form 5500 plan (Ajax Paving Industries Of Florida, LLC)

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, Ajax Paving Industries Of Florida, LLC 401(K) Plan is a benefit plan reported by Ajax Paving Industries Of Florida, LLC under EIN 26-1871966 and plan number 001. The latest loaded filing year is 2023. The filing reports 566 participants and $29,715,965 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29.7MPlan net assets, end of year$29,715,965
Participants566Covered participants reported
Assets / participant$52.5KComputed: assets ÷ participants$52,502 (computed)
Provider compensation$179.9K5 Schedule C provider row(s)$179,946
Plan sponsor
Ajax Paving Industries Of Florida, LLC
EIN
26-1871966
Plan number
001
Plan type
2
Location
North Venice, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023566H, C20241015132801NAL0049615712001
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)$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

Net assets

Total assets (EOY)
$29,715,965
Total liabilities (EOY)
$0
Net assets (EOY)
$29,715,965
Net assets (BOY)
$25,030,645

Income & contributions

Employer contributions
$1,394,648
Participant contributions
$1,994,170
Total contributions
$3,725,480
Total income / additions
$7,719,054

Expenses & distributions

Benefits paid
$2,879,551
Administrative expenses
$122,840
Total expenses
$3,033,734
Net increase / (decrease)
$4,685,320
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 41%Participant 59%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$93,718$02023
Empower Advisory Group, LLCINVESTMENT MGMT.$38,972$02023
Morgan Stanley Smith Barney LLCBROKER/ADVISO Rnot reported in the loaded dataset$26,5522023
Great Lakes Pension Assoc., Inc.CONTRACT ADMIN.$8,756$10,0002023
Morgan Stanley Insurance Svcs Inc.BROKER/ADVISE Rnot reported in the loaded dataset$1,9482023

Related Form 5500 pages