Aztec Landscaping Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Aztec Landscaping 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, Aztec Landscaping Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Aztec Landscaping Inc under EIN 33-0503963 and plan number 001. The latest loaded filing year is 2023. The filing reports 552 participants and $746,434 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$721.3KPlan net assets, end of year$721,310
Participants552Covered participants reported
Assets / participant$1.4KComputed: assets ÷ participants$1,352 (computed)
Provider compensation$14.6K1 Schedule C provider row(s)$14,638
Plan sponsor
Aztec Landscaping Inc
EIN
33-0503963
Plan number
001
Plan type
2
Location
Lemon Grove, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023552H, C20241015074445NAL0028954001001
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)$746.4K total assets
Net assets$721.3KLiabilities$25.1K
Money in vs. money out
Total income / additions$298K
Total expenses$45.6K
Benefits paid / distributions$22.3K
Contributions
Employer$0
Participant$249.5K
Full reported line items

Net assets

Total assets (EOY)
$746,434
Total liabilities (EOY)
$25,124
Net assets (EOY)
$721,310
Net assets (BOY)
$468,962

Income & contributions

Employer contributions
$0
Participant contributions
$249,484
Total contributions
$249,484
Total income / additions
$297,976

Expenses & distributions

Benefits paid
$22,267
Administrative expenses
$22,259
Total expenses
$45,628
Net increase / (decrease)
$252,348
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 0%Participant 100%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.RECORDKEEPER$14,638not reported in the loaded dataset2023

Related Form 5500 pages