Ace Precision Machining, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Ace Precision Machining, LLC)

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, Ace Precision Machining, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Ace Precision Machining, LLC under EIN 39-1419445 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $32,771,715 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ace Precision Machining, LLC
EIN
39-1419445
Plan number
001
Plan type
2
Location
Oconomowoc, WI
Latest filing year
2023
Participants
231
End-of-year plan assets
$32,771,715

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20240710103038NAL0008512579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,771,715
Total liabilities (EOY)
$0
Net assets (EOY)
$32,771,715
Net assets (BOY)
$28,248,472

Income & contributions

Employer contributions
$719,216
Participant contributions
$992,715
Total contributions
$1,797,590
Total income / additions
$7,264,547

Expenses & distributions

Benefits paid
$2,645,364
Administrative expenses
$57,017
Total expenses
$2,741,304
Net increase / (decrease)
$4,523,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$52,395not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages