Applied Control Equipment 401(K) Plan — Form 5500 plan (Applied Control Management, 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, Applied Control Equipment 401(K) Plan is a benefit plan reported by Applied Control Management, Inc. under EIN 26-4313888 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $30,971,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applied Control Management, Inc.
EIN
26-4313888
Plan number
001
Plan type
2
Location
Englewood, CO
Latest filing year
2023
Participants
274
End-of-year plan assets
$30,971,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20240731084610NAL0012540211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,971,357
Total liabilities (EOY)
$0
Net assets (EOY)
$30,971,357
Net assets (BOY)
$27,808,958

Income & contributions

Employer contributions
$873,763
Participant contributions
$2,069,032
Total contributions
$3,402,033
Total income / additions
$7,880,928

Expenses & distributions

Benefits paid
$4,609,036
Administrative expenses
$109,493
Total expenses
$4,718,529
Net increase / (decrease)
$3,162,399

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ima Wealth IncINVESTMENT ADVISORY$57,664$252023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$51,809$02023

Related Form 5500 pages