2023 Form 5500 filing — Aerotech, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805084515NAL0001862896001) for Aerotech, Inc. 401(K) Plan, reported by Aerotech, Inc. under EIN 25-1207279 and plan number 002. It reports 490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805084515NAL0001862896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aerotech, Inc.
- EIN
- 25-1207279
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,212,159
- Net assets (EOY)
- $40,212,159
- Participant contributions
- $3,571,865
- Total income / additions
- $10,260,031
- Benefits paid
- $1,240,281
- Administrative expenses
- $119,985
- Total expenses
- $1,360,266
- Net increase / (decrease)
- $8,899,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $61,236 | not reported in the loaded dataset |
| Fidelity Inv. Inst. Op. Co., Inc. | RECORDKEEPER | $58,749 | $0 |