Aim Engineering And Surveying Retirement Plan — Form 5500 plan (Aim Engineering And Surveying, 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, Aim Engineering And Surveying Retirement Plan is a benefit plan reported by Aim Engineering And Surveying, Inc. under EIN 65-0197775 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $11,871,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aim Engineering And Surveying, Inc.
- EIN
- 65-0197775
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $11,871,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20240730104409NAL0013286211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,871,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,871,461
- Net assets (BOY)
- $10,237,303
Income & contributions
- Employer contributions
- $224,114
- Participant contributions
- $745,022
- Total contributions
- $981,362
- Total income / additions
- $2,707,470
Expenses & distributions
- Benefits paid
- $1,045,314
- Administrative expenses
- $27,998
- Total expenses
- $1,073,312
- Net increase / (decrease)
- $1,634,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $15,432 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,562 | not reported in the loaded dataset | 2023 |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $7,554 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aim Engineering And Surveying, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Progressive Pension Admin., Inc. — Schedule C compensation