Aim Transfer & Storage, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Aim Transfer & Storage, 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, Aim Transfer & Storage, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Aim Transfer & Storage, Inc. under EIN 26-0103327 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $7,075,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aim Transfer & Storage, Inc.
- EIN
- 26-0103327
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Creek, WI
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $7,075,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240916163332NAL0001768881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,075,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,075,765
- Net assets (BOY)
- $3,841,383
Income & contributions
- Employer contributions
- $438,488
- Participant contributions
- $460,958
- Total contributions
- $2,928,375
- Total income / additions
- $3,740,579
Expenses & distributions
- Benefits paid
- $452,302
- Administrative expenses
- $53,895
- Total expenses
- $506,197
- Net increase / (decrease)
- $3,234,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Williams Financial | INVESTMENT ADVISOR | $21,550 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,998 | $0 | 2023 |
| Carnow And Associates, Ltd. | TPA | $3,135 | $5,387 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aim Transfer & Storage, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oak Creek, WI
- Williams Financial — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Carnow And Associates, Ltd. — Schedule C compensation