2023 Form 5500 filing — Ace Precision Machining, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710103038NAL0008512579001) for Ace Precision Machining, LLC 401(K) Profit Sharing Plan, reported by Ace Precision Machining, LLC under EIN 39-1419445 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710103038NAL0008512579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ace Precision Machining, LLC
- EIN
- 39-1419445
- Plan number
- 001
- Location
- Oconomowoc, WI
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,771,715
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,771,715
- Employer contributions
- $719,216
- Participant contributions
- $992,715
- Total income / additions
- $7,264,547
- Benefits paid
- $2,645,364
- Administrative expenses
- $57,017
- Total expenses
- $2,741,304
- Net increase / (decrease)
- $4,523,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $52,395 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |