2023 Form 5500 filing — Aquaphoenix Scientific 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 20240828173035NAL0012082721001) for Aquaphoenix Scientific 401(K) Plan, reported by Aquaphoenix Scientific, LLC under EIN 23-3058449 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828173035NAL0012082721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aquaphoenix Scientific, LLC
- EIN
- 23-3058449
- Plan number
- 001
- Location
- Hanover, PA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,827,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,827,164
- Employer contributions
- $517,599
- Participant contributions
- $921,551
- Total income / additions
- $3,620,147
- Benefits paid
- $1,230,788
- Administrative expenses
- $69,367
- Total expenses
- $1,304,553
- Net increase / (decrease)
- $2,315,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $41,113 | $0 |
| Pa Retirement Solutions Inc | CONTRACT ADMIN | $6,100 | $10,000 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $14,301 | not reported in the loaded dataset |