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AMERICAN EQUIPMENT FINANCIAL SERVICES — AMERICAN LEASING & FINANCIAL 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230314220141NAL0025610096001
AMERICAN EQUIPMENT FINANCIAL SERVICES
Form 5500-SF
FILING_RECEIVED
AMERICAN LEASING & FINANCIAL 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AMERICAN EQUIPMENT FINANCIAL SERVICES
.
Find decision makers
Plan sponsor
Name
AMERICAN EQUIPMENT FINANCIAL SERVICES
EIN
37-1908301
Address
700 SW 5TH AVENUE, · SUITE #4000, 3RD FLOOR · PORTLAND, OR · 97204
Phone
(800) 644-1182
Industry
Finance & Insurance
see all
Plan administrator
Name
GUIDELINE, INC.
EIN
47-4474775
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-10-21
Filed
2023-03-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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