2023 Form 5500 filing — Amsco (Air Mechanical & Service Corp.) 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 20241115150452NAL0000631427001) for Amsco (Air Mechanical & Service Corp.) 401(K) Plan, reported by Air Mechanical & Service Corp. under EIN 59-2158902 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.7MReported net assets$11,678,425
Participants276
Provider compensation$4.7K3 Schedule C row(s)$4,740
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241115150452NAL0000631427001
Plan sponsor
Air Mechanical & Service Corp.
EIN
59-2158902
Plan number
001
Location
Tampa, FL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.7M total assets
Net assets$11.7MLiabilities$999
Money in vs. money out
Total income / additions$2.6M
Total expenses$836.8K
Benefits paid / distributions$761.8K
Contributions
Employer$285.7K
Participant$909.9K
Full reported line items
Total assets (EOY)
$11,679,424
Total liabilities (EOY)
$999
Net assets (EOY)
$11,678,425
Employer contributions
$285,680
Participant contributions
$909,894
Total income / additions
$2,632,275
Benefits paid
$761,794
Administrative expenses
$75,050
Total expenses
$836,844
Net increase / (decrease)
$1,795,431

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wilshire Associates, Inc.RIA$0$2,140
R.J.L. Pension Services, Inc.TPA$1,575$0
John Hancock Life Insurance CompanyRECORDKEEPER$1,025$0

Related Form 5500 pages