Amsco (Air Mechanical & Service Corp.) 401(K) Plan — Form 5500 plan (Air Mechanical & Service Corp.)

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, Amsco (Air Mechanical & Service Corp.) 401(K) Plan is a benefit plan reported by Air Mechanical & Service Corp. under EIN 59-2158902 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $11,679,424 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.7MPlan net assets, end of year$11,678,425
Participants276Covered participants reported
Assets / participant$42.3KComputed: assets ÷ participants$42,317 (computed)
Provider compensation$4.7K3 Schedule C provider row(s)$4,740
Plan sponsor
Air Mechanical & Service Corp.
EIN
59-2158902
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20241115150452NAL0000631427001
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)$11.7M total assets
Net assets$11.7MLiabilities$999
Money in vs. money out
Total income / additions$2.6M
Total expenses$836.8K
Benefits paid / distributions$761.8K
Contributions
Employer$285.7K
Participant$909.9K
Full reported line items

Net assets

Total assets (EOY)
$11,679,424
Total liabilities (EOY)
$999
Net assets (EOY)
$11,678,425
Net assets (BOY)
$9,882,994

Income & contributions

Employer contributions
$285,680
Participant contributions
$909,894
Total contributions
$1,232,736
Total income / additions
$2,632,275

Expenses & distributions

Benefits paid
$761,794
Administrative expenses
$75,050
Total expenses
$836,844
Net increase / (decrease)
$1,795,431
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 24%Participant 76%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates, Inc.RIA$0$2,1402023
R.J.L. Pension Services, Inc.TPA$1,575$02023
John Hancock Life Insurance CompanyRECORDKEEPER$1,025$02023

Related Form 5500 pages