Ams Paving Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ams Paving 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, Ams Paving Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ams Paving Inc under EIN 33-0991833 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $2,862,289 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ams Paving Inc
EIN
33-0991833
Plan number
001
Plan type
2
Location
Fontana, CA
Latest filing year
2023
Participants
120
End-of-year plan assets
$2,862,289

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20241011160616NAL0023180833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,862,289
Total liabilities (EOY)
$0
Net assets (EOY)
$2,862,289
Net assets (BOY)
$2,124,834

Income & contributions

Employer contributions
$109,677
Participant contributions
$344,648
Total contributions
$474,369
Total income / additions
$818,551

Expenses & distributions

Benefits paid
$62,585
Administrative expenses
$15,958
Total expenses
$81,096
Net increase / (decrease)
$737,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Levelized Compensation AdvisorINVESTMENT ADVISORY$9,054not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$5,738not reported in the loaded dataset2023

Related Form 5500 pages