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AES, LLC 401(K) PLAN 401k Plan overview

Plan NameAES, LLC 401(K) PLAN
Plan identification number 001

AES, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

APPLIED EQUIPMENT SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:APPLIED EQUIPMENT SOLUTIONS, LLC
Employer identification number (EIN):474465688
NAIC Classification:238290
NAIC Description:Other Building Equipment Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LINDA S MATHIEU, PRES. TEFRA, INC2024-07-30
0012022-01-01LINDA S MATHIEU, PRES. TEFRA, INC2023-02-06
0012021-01-01LINDA S MATHIEU, PRES. TEFRA, INC2022-05-04
0012020-01-01LINDA S MATHIEU, PRES. TEFRA, INC2021-05-17
0012019-01-01LINDA S MATHIEU, PRES. TEFRA, INC2020-06-24
0012018-01-01LINDA S MATHIEU, PRES. TEFRA, INC2019-10-03

Financial Data on AES, LLC 401(K) PLAN

Measure Date Value
2025 : AES, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-260
Total liabilities as of the end of the plan year2025-02-260
Total liabilities as of the beginning of the plan year2025-02-260
Total expenses incurred by plan in this plan year2025-02-2610369
Net assets as of the end of the plan year2025-02-261372145
Total assets as of the beginning of the plan year2025-02-26935854
Value of plan covered by a fidelity bond2025-02-26100000
Participant contributions to plan in this plan year2025-02-2666206
Value of participant loans at end of plan year2025-02-2638962
Other contributions to plan in this plan year2025-02-260
Other income to plan in this plan year2025-02-26346098
Plan net income in this plan year2025-02-26436291
Net assets as of the end of the plan year2025-02-261372145
Net assets as of the beginning of the plan year2025-02-26935854
Employer contributions to plan in this plan year2025-02-2634356
Fees paid to broker by Benefit Provider2025-02-266838
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-266838
2024 : AES, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-3053513
Net assets as of the end of the plan year2024-07-30935854
Total assets as of the beginning of the plan year2024-07-30650643
Value of plan covered by a fidelity bond2024-07-30100000
Participant contributions to plan in this plan year2024-07-3067825
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30234530
Plan net income in this plan year2024-07-30285211
Net assets as of the end of the plan year2024-07-30935854
Net assets as of the beginning of the plan year2024-07-30650643
Employer contributions to plan in this plan year2024-07-3036369
Fees paid to broker by Benefit Provider2024-07-303513
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-303513
2022 : AES, LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-040
Total liabilities as of the end of the plan year2022-05-040
Total liabilities as of the beginning of the plan year2022-05-040
Total expenses incurred by plan in this plan year2022-05-043232
Net assets as of the end of the plan year2022-05-04758516
Total assets as of the beginning of the plan year2022-05-04575759
Value of plan covered by a fidelity bond2022-05-04100000
Participant contributions to plan in this plan year2022-05-0462936
Other expenses paid from plan in this plan year2022-05-040
Other contributions to plan in this plan year2022-05-040
Other income to plan in this plan year2022-05-0493288
Plan net income in this plan year2022-05-04182757
Net assets as of the end of the plan year2022-05-04758516
Net assets as of the beginning of the plan year2022-05-04575759
Employer contributions to plan in this plan year2022-05-0429765
Fees paid to broker by Benefit Provider2022-05-043232
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-043232

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