2023 Form 5500 filing — Aztec Well Servicing Co., Inc. 401k 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 20240917181355NAL0004578128001) for Aztec Well Servicing Co., Inc. 401k Profit Sharing Plan, reported by Aztec Well Servicing Company, Inc. under EIN 85-0165643 and plan number 001. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917181355NAL0004578128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aztec Well Servicing Company, Inc.
- EIN
- 85-0165643
- Plan number
- 001
- Location
- Aztec, NM
- Participants
- 523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,997,965
- Total liabilities (EOY)
- $82,622
- Net assets (EOY)
- $9,915,343
- Employer contributions
- $145,805
- Participant contributions
- $268,893
- Total income / additions
- $1,720,543
- Benefits paid
- $846,813
- Administrative expenses
- $96,594
- Total expenses
- $943,407
- Net increase / (decrease)
- $777,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Planning Consultants, Inc. | THIRD PARTY ADMINISTRATO | $32,429 | $0 |
| Morgan Stanley Smith Barney | BROKER/ADVISO R | $0 | $13,992 |
| John Hancock Life Insurance Company | RECORDKEEPER | $300 | $0 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $0 | $0 |