Amax Profit Sharing 401(K) Plan — Form 5500 plan (Amax Engineering 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, Amax Profit Sharing 401(K) Plan is a benefit plan reported by Amax Engineering Corporation under EIN 77-0046535 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $21,275,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amax Engineering Corporation
- EIN
- 77-0046535
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, CA
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $21,275,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241009185239NAL0019812705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,275,605
- Net assets (EOY)
- $21,275,605
- Net assets (BOY)
- $19,033,445
Income & contributions
- Employer contributions
- $152,294
- Participant contributions
- $923,899
- Total contributions
- $1,175,996
- Total income / additions
- $4,293,240
Expenses & distributions
- Benefits paid
- $2,035,351
- Administrative expenses
- $18,836
- Total expenses
- $2,051,080
- Net increase / (decrease)
- $2,242,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bancwest Investment Services, Inc | ADVISORY | $11,665 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $3,074 | $0 | 2023 |