Aks Engineering & Forestry, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Aks Engineering & Forestry, LLC (EIN 93-1222759) is a plan sponsor located in Tualatin, OR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
93-1222759
Location
Tualatin, OR
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Aks Engineering & Forestry, LLC

  • 2 loaded plans hold $24M in reported assets.
  • The largest, Aks Engineering And Forestry Retirement And Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 690 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24MSummed across loaded plans$24,038,926
Total reported assets$24M$24,038,926
Total reported participants690
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24M total assets
Net assets$24MLiabilities$0
Contributions & income
Employer contributions$971.7K
Participant contributions$2.4M
Total income / additions$7.9M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$6.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Aks Engineering And Forestry Retirement And Savings Plan
Participants per plan345Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 377 participants · 2023
  2. 2
    Plan #501 · 313 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Aks Engineering & Forestry, LLC. Open one for its full reported snapshot.

  1. 2023
    Aks Engineering & Forestry LLC Health & Welfare Benefits Plan313 participants · 2No schedules
    View filing →
  2. 2023
    Aks Engineering And Forestry Retirement And Savings Plan377 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Aks Engineering & Forestry, LLC report on Form 5500?
Aks Engineering & Forestry, LLC (EIN 93-1222759) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Aks Engineering & Forestry, LLC?
The Employer Identification Number (EIN) reported for Aks Engineering & Forestry, LLC is 93-1222759.
What is the latest Form 5500 filing year for Aks Engineering & Forestry, LLC?
The latest loaded Form 5500 filing year for Aks Engineering & Forestry, LLC is 2023.

Related Form 5500 pages