Sss/Sme/Ami 401(K) Savings Plan — Form 5500 plan (Able Maintenance, 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, Sss/Sme/Ami 401(K) Savings Plan is a benefit plan reported by Able Maintenance, Inc. under EIN 94-2252027 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $18,254,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Able Maintenance, Inc.
- EIN
- 94-2252027
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $18,254,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241009165747NAL0009417763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,254,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,254,211
- Net assets (BOY)
- $16,559,785
Income & contributions
- Employer contributions
- $263,023
- Participant contributions
- $974,644
- Total contributions
- $1,296,865
- Total income / additions
- $3,336,612
Expenses & distributions
- Benefits paid
- $1,511,498
- Administrative expenses
- $123,574
- Total expenses
- $1,642,186
- Net increase / (decrease)
- $1,694,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Advocates Investment Mana | INVESTMENT ADVISOR | $62,182 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $40,379 | not reported in the loaded dataset | 2023 |
| Silicon Valley Accountancy Corp | AUDITOR | $14,738 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,275 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Able Maintenance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Financial Advocates Investment Mana — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Silicon Valley Accountancy Corp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation