Allied Machine & Engineering Corporation 401(K) Plan — Form 5500 plan (Allied Machine & Engineering Corporation)
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, Allied Machine & Engineering Corporation 401(K) Plan is a benefit plan reported by Allied Machine & Engineering Corporation under EIN 34-0062712 and plan number 001. The latest loaded filing year is 2023. The filing reports 576 participants and $61,586,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Machine & Engineering Corporation
- EIN
- 34-0062712
- Plan number
- 001
- Plan type
- 2
- Location
- Dover, OH
- Latest filing year
- 2023
- Participants
- 576
- End-of-year plan assets
- $61,586,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 576 | H, C | 20250228180935NAL0000787875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,586,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,586,651
- Net assets (BOY)
- $50,430,831
Income & contributions
- Employer contributions
- $1,354,447
- Participant contributions
- $2,866,250
- Total contributions
- $4,472,804
- Total income / additions
- $14,910,134
Expenses & distributions
- Benefits paid
- $3,656,044
- Administrative expenses
- $98,270
- Total expenses
- $3,754,314
- Net increase / (decrease)
- $11,155,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $53,246 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $29,077 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,947 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Machine & Engineering Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dover, OH
- Commonwealth Financial Network — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation