2023 Form 5500 filing — Amax Profit Sharing 401(K) 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 20241009185239NAL0019812705001) for Amax Profit Sharing 401(K) Plan, reported by Amax Engineering Corporation under EIN 77-0046535 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009185239NAL0019812705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amax Engineering Corporation
- EIN
- 77-0046535
- Plan number
- 001
- Location
- Fremont, CA
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,275,605
- Net assets (EOY)
- $21,275,605
- Employer contributions
- $152,294
- Participant contributions
- $923,899
- Total income / additions
- $4,293,240
- Benefits paid
- $2,035,351
- Administrative expenses
- $18,836
- Total expenses
- $2,051,080
- Net increase / (decrease)
- $2,242,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bancwest Investment Services, Inc | ADVISORY | $11,665 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $3,074 | $0 |