Amerequip Corporation Union Employees 401(K) Plan — Form 5500 plan (Amerequip 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, Amerequip Corporation Union Employees 401(K) Plan is a benefit plan reported by Amerequip Corporation under EIN 36-3271934 and plan number 003. The latest loaded filing year is 2023. The filing reports 285 participants and $1,715,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amerequip Corporation
- EIN
- 36-3271934
- Plan number
- 003
- Plan type
- 2
- Location
- Kiel, WI
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $1,715,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20240903091752NAL0030579936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,715,378
- Net assets (EOY)
- $1,715,378
- Net assets (BOY)
- $1,279,961
Income & contributions
- Participant contributions
- $239,731
- Total contributions
- $240,938
- Total income / additions
- $484,253
Expenses & distributions
- Benefits paid
- $36,909
- Administrative expenses
- $11,785
- Total expenses
- $48,836
- Net increase / (decrease)
- $435,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $11,785 | $0 | 2023 |