Aztec Well Servicing Co., Inc. 401k Profit Sharing Plan — Form 5500 plan (Aztec Well Servicing Company, 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, Aztec Well Servicing Co., Inc. 401k Profit Sharing Plan is a benefit plan reported by Aztec Well Servicing Company, Inc. under EIN 85-0165643 and plan number 001. The latest loaded filing year is 2023. The filing reports 523 participants and $9,997,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aztec Well Servicing Company, Inc.
- EIN
- 85-0165643
- Plan number
- 001
- Plan type
- 2
- Location
- Aztec, NM
- Latest filing year
- 2023
- Participants
- 523
- End-of-year plan assets
- $9,997,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 523 | H, C | 20240917181355NAL0004578128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,997,965
- Total liabilities (EOY)
- $82,622
- Net assets (EOY)
- $9,915,343
- Net assets (BOY)
- $9,138,207
Income & contributions
- Employer contributions
- $145,805
- Participant contributions
- $268,893
- Total contributions
- $414,698
- Total income / additions
- $1,720,543
Expenses & distributions
- Benefits paid
- $846,813
- Administrative expenses
- $96,594
- Total expenses
- $943,407
- Net increase / (decrease)
- $777,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Planning Consultants, Inc. | THIRD PARTY ADMINISTRATO | $32,429 | $0 | 2023 |
| Morgan Stanley Smith Barney | BROKER/ADVISO R | $0 | $13,992 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $300 | $0 | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aztec Well Servicing Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Aztec, NM
- Pension Planning Consultants, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation