Automatic Equipment Mfg. Co. Retirement Savings Plan — Form 5500 plan (Automatic Equipment Mfg. Co.)
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, Automatic Equipment Mfg. Co. Retirement Savings Plan is a benefit plan reported by Automatic Equipment Mfg. Co. under EIN 47-0521127 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $8,552,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Automatic Equipment Mfg. Co.
- EIN
- 47-0521127
- Plan number
- 001
- Plan type
- 2
- Location
- Pender, NE
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $8,552,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241008124507NAL0033691906003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,552,949
- Net assets (EOY)
- $8,552,949
- Net assets (BOY)
- $7,799,267
Income & contributions
- Employer contributions
- $175,132
- Participant contributions
- $473,566
- Total contributions
- $744,428
- Total income / additions
- $1,934,128
Expenses & distributions
- Benefits paid
- $1,124,071
- Administrative expenses
- $56,375
- Total expenses
- $1,180,446
- Net increase / (decrease)
- $753,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | TRUSTEE | $37,396 | not reported in the loaded dataset | 2023 |
| Mcmillen Company, P.C. | AUDITOR | $16,300 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $2,679 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Automatic Equipment Mfg. Co.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Pender, NE
- Security National Bank — Schedule C compensation
- Mcmillen Company, P.C. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co Inc. — Schedule C compensation