2023 Form 5500 filing — Advanced Energy Industries, Inc. 401(K) Profit Sharing 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 20240918122041NAL0004312769001) for Advanced Energy Industries, Inc. 401(K) Profit Sharing Plan, reported by Advanced Energy Industries, Inc. under EIN 84-0846841 and plan number 001. It reports 1,702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918122041NAL0004312769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Energy Industries, Inc.
- EIN
- 84-0846841
- Plan number
- 001
- Location
- Fort Collins, CO
- Participants
- 1,702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,672,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $228,672,514
- Employer contributions
- $5,056,707
- Participant contributions
- $12,971,269
- Total income / additions
- $57,324,423
- Benefits paid
- $25,766,408
- Administrative expenses
- $140,159
- Total expenses
- $25,934,246
- Net increase / (decrease)
- $31,390,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,207 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $44,202 | not reported in the loaded dataset |
| First Western Trust Bank | CONSULTANT | $33,750 | not reported in the loaded dataset |