2023 Form 5500 filing — Affordable Engineering Services, 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 20241209120504NAL0009208385001) for Affordable Engineering Services, Inc. 401(K) Plan, reported by Affordable Engineering Services, Inc. under EIN 59-3812042 and plan number 001. It reports 684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209120504NAL0009208385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Affordable Engineering Services, Inc.
- EIN
- 59-3812042
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 684
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,223,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,223,455
- Employer contributions
- $462,369
- Participant contributions
- $1,250,451
- Total income / additions
- $3,836,720
- Benefits paid
- $2,088,115
- Administrative expenses
- $107,841
- Total expenses
- $2,203,242
- Net increase / (decrease)
- $1,633,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $59,821 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $27,694 | not reported in the loaded dataset |
| Economic Group Pension Services | CONTRACT ADMIN | $12,399 | not reported in the loaded dataset |
| James Miller Cpa Pc | AUDITOR | $9,450 | not reported in the loaded dataset |
| Flexpath Strategies LLC | OTHER | $5,974 | not reported in the loaded dataset |