Associated Equipment Company, Inc. Profit Sharing & 401k Plan — Form 5500 plan (Associated Equipment Company, Inc.)

Plain-English plan 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, Associated Equipment Company, Inc. Profit Sharing & 401k Plan is a benefit plan reported by Associated Equipment Company, Inc. under EIN 20-3433875 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $32,337,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated Equipment Company, Inc.
EIN
20-3433875
Plan number
001
Plan type
2
Location
Pearland, TX
Latest filing year
2023
Participants
162
End-of-year plan assets
$32,337,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20241010154640NAL0021377697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,337,654
Total liabilities (EOY)
$0
Net assets (EOY)
$32,337,654
Net assets (BOY)
$31,319,052

Income & contributions

Employer contributions
$502,908
Participant contributions
$629,255
Total contributions
$1,132,163
Total income / additions
$6,487,425

Expenses & distributions

Benefits paid
$5,291,286
Administrative expenses
$77,435
Total expenses
$5,468,823
Net increase / (decrease)
$1,018,602

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frost BankNONE$41,792not reported in the loaded dataset2023
Oneamerica Retirement Services LLCNONE$35,643not reported in the loaded dataset2023
Mattrix Trust CompanyNONE$0$02023

Related Form 5500 pages