2023 Form 5500 filing — All World Machinery Supply, Inc. 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 20241015114104NAL0029432689001) for All World Machinery Supply, Inc. 401(K) Plan, reported by All World Machinery Supply, Inc. under EIN 36-3904115 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114104NAL0029432689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- All World Machinery Supply, Inc.
- EIN
- 36-3904115
- Plan number
- 001
- Location
- Roscoe, IL
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,784,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,784,060
- Employer contributions
- $489,713
- Participant contributions
- $737,173
- Total income / additions
- $3,081,582
- Benefits paid
- $715,485
- Administrative expenses
- $49,735
- Total expenses
- $765,220
- Net increase / (decrease)
- $2,316,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $26,587 | not reported in the loaded dataset |
| Wipfli Llp | RECORDKEEOER | $23,136 | not reported in the loaded dataset |