Aztec Engineering Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Aztec Engineering 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, Aztec Engineering Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Aztec Engineering Group, Inc. under EIN 86-1001208 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $21,647,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aztec Engineering Group, Inc.
EIN
86-1001208
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
239
End-of-year plan assets
$21,647,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241015071744NAL0055062882001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,647,581
Total liabilities (EOY)
$0
Net assets (EOY)
$21,647,581
Net assets (BOY)
$17,136,577

Income & contributions

Employer contributions
$508,327
Participant contributions
$1,448,777
Total contributions
$2,230,394
Total income / additions
$5,328,612

Expenses & distributions

Benefits paid
$747,791
Administrative expenses
$66,337
Total expenses
$817,608
Net increase / (decrease)
$4,511,004

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pfg Advisors, LLCINVESTMENT/FINANCIAL ADVI$35,191$02023
Adp, Inc.RECORD KEEPER$28,241$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages