Allied Mechanical Services, Inc. Profit Sharing And Retirement Savings Plan — Form 5500 plan (Allied Mechanical Services, 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, Allied Mechanical Services, Inc. Profit Sharing And Retirement Savings Plan is a benefit plan reported by Allied Mechanical Services, Inc. under EIN 38-2606103 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $45,855,125 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allied Mechanical Services, Inc.
EIN
38-2606103
Plan number
001
Plan type
2
Location
Kalamazoo, MI
Latest filing year
2023
Participants
266
End-of-year plan assets
$45,855,125

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20241015130027NAL0028501601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,855,125
Total liabilities (EOY)
$0
Net assets (EOY)
$45,855,125
Net assets (BOY)
$38,908,220

Income & contributions

Employer contributions
$224,546
Participant contributions
$1,456,317
Total contributions
$1,701,147
Total income / additions
$8,486,795

Expenses & distributions

Benefits paid
$1,480,990
Administrative expenses
$27,394
Total expenses
$1,539,890
Net increase / (decrease)
$6,946,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cws Financial AdvisorsINVESTMENT ADVISOR$24,132not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$3,262$02023

Related Form 5500 pages