Ams Mechanical Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ams Mechanical Holdings, 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, Ams Mechanical Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ams Mechanical Holdings, Inc. under EIN 81-4368506 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $25,021,822 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ams Mechanical Holdings, Inc.
EIN
81-4368506
Plan number
001
Plan type
2
Location
Woodridge, IL
Latest filing year
2023
Participants
188
End-of-year plan assets
$25,021,822

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20241011114419NAL0021787601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,021,822
Total liabilities (EOY)
$0
Net assets (EOY)
$25,021,822
Net assets (BOY)
$21,366,870

Income & contributions

Employer contributions
$406,779
Participant contributions
$1,090,400
Total contributions
$1,550,594
Total income / additions
$5,439,025

Expenses & distributions

Benefits paid
$1,708,093
Administrative expenses
$75,980
Total expenses
$1,784,073
Net increase / (decrease)
$3,654,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$75,980$02023
Morgan Stanley Global Banking OperaINVESTMENT ADVISORY$0$44,6842023

Related Form 5500 pages