Applied Mechanical Systems, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Applied Mechanical Systems, 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, Applied Mechanical Systems, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Applied Mechanical Systems, Inc. under EIN 31-0846401 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $17,622,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Applied Mechanical Systems, Inc.
- EIN
- 31-0846401
- Plan number
- 001
- Plan type
- 3
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $17,622,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20250227170421NAL0004067488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,622,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,622,018
- Net assets (BOY)
- $15,060,922
Income & contributions
- Employer contributions
- $121,963
- Participant contributions
- $970,614
- Total contributions
- $1,133,346
- Total income / additions
- $3,613,209
Expenses & distributions
- Benefits paid
- $1,010,061
- Administrative expenses
- $42,052
- Total expenses
- $1,052,113
- Net increase / (decrease)
- $2,561,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ironshore Financial, LLC | ADVISOR | $15,750 | not reported in the loaded dataset | 2023 |
| Twg Benefits, Inc. | RECORDKEEPER | $14,248 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $6,308 | not reported in the loaded dataset | 2023 |
| Dynamic Pension Services, Inc. | TPA | $5,745 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Applied Mechanical Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Ironshore Financial, LLC — Schedule C compensation
- Twg Benefits, Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Dynamic Pension Services, Inc. — Schedule C compensation