Advance Engineering Company Retirement Savings Plan — Form 5500 plan (Advance Engineering Company)
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, Advance Engineering Company Retirement Savings Plan is a benefit plan reported by Advance Engineering Company under EIN 30-0265502 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $4,724,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advance Engineering Company
- EIN
- 30-0265502
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, MI
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $4,724,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20240724052005NAL0007925107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,724,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,724,816
- Net assets (BOY)
- $4,246,482
Income & contributions
- Employer contributions
- $70,344
- Participant contributions
- $196,344
- Total contributions
- $266,688
- Total income / additions
- $929,207
Expenses & distributions
- Benefits paid
- $419,726
- Administrative expenses
- $27,438
- Total expenses
- $450,873
- Net increase / (decrease)
- $478,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $18,754 | 2023 |
| Adp, Inc. | RECORD KEEPER | $13,938 | $0 | 2023 |
| Plante & Moran, Pllc | ACCOUNTANT | $13,500 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advance Engineering Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Canton, MI
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation