A-1 Industries Retirement Plan — Form 5500 plan (A-1 Industries Of Florida, 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, A-1 Industries Retirement Plan is a benefit plan reported by A-1 Industries Of Florida, Inc. under EIN 59-2412665 and plan number 002. The latest loaded filing year is 2023. The filing reports 403 participants and $4,226,352 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A-1 Industries Of Florida, Inc.
EIN
59-2412665
Plan number
002
Plan type
2
Location
Fort Pierce, FL
Latest filing year
2023
Participants
403
End-of-year plan assets
$4,226,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023403H, C20250212093725NAL0011490803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,226,352
Net assets (EOY)
$4,226,352
Net assets (BOY)
$2,509,870

Income & contributions

Employer contributions
$383,088
Participant contributions
$899,019
Total contributions
$1,435,678
Total income / additions
$1,972,382

Expenses & distributions

Benefits paid
$213,797
Administrative expenses
$38,939
Total expenses
$255,900
Net increase / (decrease)
$1,716,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$28,109$02023
Merrill LynchRTEGISTERED INVESTMENT AD$9,691$02023

Related Form 5500 pages