2023 Form 5500 filing — A & A Maintenance Enterprises 401(K) Profit Sharing And Trust
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 20250227172115NAL0001306963001) for A & A Maintenance Enterprises 401(K) Profit Sharing And Trust, reported by A&A Maintenance Enterprise, Inc. under EIN 13-3149505 and plan number 001. It reports 891 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)$2.9MReported net assets$2,873,739
Participants891
Provider compensation$41.7K3 Schedule C row(s)$41,673
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250227172115NAL0001306963001
- Plan sponsor
- A&A Maintenance Enterprise, Inc.
- EIN
- 13-3149505
- Plan number
- 001
- Location
- Yonkers, NY
- 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)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,873,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,873,739
- Employer contributions
- $217,389
- Participant contributions
- $394,692
- Total income / additions
- $1,007,222
- Benefits paid
- $440,559
- Administrative expenses
- $41,675
- Total expenses
- $482,234
- Net increase / (decrease)
- $524,988
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $35,911 | $0 |
| Oppenheimer & Co. Inc. | INVESTMENT/FINANCIAL ADVI | $5,762 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |