Retirement plan

AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: AMS MECHANICAL HOLDINGS, INC. - AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: AMS MECHANICAL HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, AMS MECHANICAL HOLDINGS, INC.

AMS MECHANICAL HOLDINGS, INC.EIN 81-4368506Plan #002PY 2024

9341 ADAM DON PARKWAY - WOODRIDGE, IL 60517630-887-7700

Other plans on this EIN

1 filing

#001Retirement-$29.5M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$79.9M

+118.5% from 2023

Total participants

238

+9.7% from 2023

Average account balance

$335,573

+99.2% from 2023

Annual return

115.03%

+40.96 pp from 2023

Benchmarks

See 3,445 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,445 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$79.87M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$336K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

238

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+115.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2I2P2Q3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PORTE BROWN LLC
Auditor EIN: 362663358
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$335,573

$80,763+315.5%

$102,412+227.7%

$74,459+350.7%

Participation rate

100.0%

65.7%+34.3pp

74.5%+25.5pp

67.2%+32.8pp

Annual return

115.03%

27.57%+87.5pp

24.94%+90.1pp

1369.70%-1254.7pp

Employer contribution / active EE

$10,269

$3,160+225.0%

$3,870+165.3%

$2,626+291.1%

Participant deferral / active EE

$3,862-100.0%

$5,060-100.0%

$4,350-100.0%

Admin fee / account holder

$2,371-100.0%

$8,388-100.0%

$1,945-100.0%

AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion