Arizona Machinery Group Employees' Profit Sharing Retirement Plan — Form 5500 plan (Arizona Machinery Group, 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, Arizona Machinery Group Employees' Profit Sharing Retirement Plan is a benefit plan reported by Arizona Machinery Group, Inc. under EIN 86-0422015 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,020 participants and $57,271,402 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arizona Machinery Group, Inc.
EIN
86-0422015
Plan number
001
Plan type
2
Location
Avondale, AZ
Latest filing year
2023
Participants
1,020
End-of-year plan assets
$57,271,402

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,020H, C20240927184647NAL0002521137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,271,402
Total liabilities (EOY)
$2,113
Net assets (EOY)
$57,269,289
Net assets (BOY)
$47,397,725

Income & contributions

Employer contributions
$2,228,890
Participant contributions
$4,140,688
Total contributions
$6,436,977
Total income / additions
$13,480,312

Expenses & distributions

Benefits paid
$3,529,771
Administrative expenses
$78,977
Total expenses
$3,608,748
Net increase / (decrease)
$9,871,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPER$85,510$02023

Related Form 5500 pages