Affordable Engineering Services, Inc. 401(K) Plan — Form 5500 plan (Affordable Engineering Services, 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, Affordable Engineering Services, Inc. 401(K) Plan is a benefit plan reported by Affordable Engineering Services, Inc. under EIN 59-3812042 and plan number 001. The latest loaded filing year is 2023. The filing reports 684 participants and $13,223,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Affordable Engineering Services, Inc.
- EIN
- 59-3812042
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 684
- End-of-year plan assets
- $13,223,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 684 | H, C | 20241209120504NAL0009208385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,223,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,223,455
- Net assets (BOY)
- $11,589,977
Income & contributions
- Employer contributions
- $462,369
- Participant contributions
- $1,250,451
- Total contributions
- $1,965,540
- Total income / additions
- $3,836,720
Expenses & distributions
- Benefits paid
- $2,088,115
- Administrative expenses
- $107,841
- Total expenses
- $2,203,242
- Net increase / (decrease)
- $1,633,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $59,821 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $27,694 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services | CONTRACT ADMIN | $12,399 | not reported in the loaded dataset | 2023 |
| James Miller Cpa Pc | AUDITOR | $9,450 | not reported in the loaded dataset | 2023 |
| Flexpath Strategies LLC | OTHER | $5,974 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Affordable Engineering Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- James Miller Cpa Pc — Schedule C compensation
- Flexpath Strategies LLC — Schedule C compensation