All World Machinery Supply, Inc. 401(K) Plan — Form 5500 plan (All World Machinery Supply, 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, All World Machinery Supply, Inc. 401(K) Plan is a benefit plan reported by All World Machinery Supply, Inc. under EIN 36-3904115 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $11,784,060 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
All World Machinery Supply, Inc.
EIN
36-3904115
Plan number
001
Plan type
2
Location
Roscoe, IL
Latest filing year
2023
Participants
133
End-of-year plan assets
$11,784,060

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241015114104NAL0029432689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,784,060
Total liabilities (EOY)
$0
Net assets (EOY)
$11,784,060
Net assets (BOY)
$9,467,698

Income & contributions

Employer contributions
$489,713
Participant contributions
$737,173
Total contributions
$1,566,944
Total income / additions
$3,081,582

Expenses & distributions

Benefits paid
$715,485
Administrative expenses
$49,735
Total expenses
$765,220
Net increase / (decrease)
$2,316,362

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT ADVISOR$26,587not reported in the loaded dataset2023
Wipfli LlpRECORDKEEOER$23,136not reported in the loaded dataset2023

Related Form 5500 pages