A To Z Equipment Rentals & Sales Profit Sharing/401(K) Plan — Form 5500 plan (Effem Corporation)
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, A To Z Equipment Rentals & Sales Profit Sharing/401(K) Plan is a benefit plan reported by Effem Corporation under EIN 86-0250394 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $6,407,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Effem Corporation
- EIN
- 86-0250394
- Plan number
- 001
- Plan type
- 2
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $6,407,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20240531001220NAL0007450371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,407,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,407,212
- Net assets (BOY)
- $5,190,972
Income & contributions
- Employer contributions
- $182,519
- Participant contributions
- $610,754
- Total contributions
- $793,273
- Total income / additions
- $1,825,533
Expenses & distributions
- Benefits paid
- $580,845
- Administrative expenses
- $27,956
- Total expenses
- $609,293
- Net increase / (decrease)
- $1,216,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $26,434 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | NONE | $21,692 | not reported in the loaded dataset | 2023 |