2023 Form 5500 filing — Lithion Retirement 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 20240918185428NAL0008557296001) for Lithion Retirement Plan, reported by Aved Electronics, LLC under EIN 04-2668189 and plan number 001. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918185428NAL0008557296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aved Electronics, LLC
- EIN
- 04-2668189
- Plan number
- 001
- Location
- North Billerica, MA
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,322,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,322,277
- Employer contributions
- $92,911
- Participant contributions
- $619,400
- Total income / additions
- $1,420,805
- Benefits paid
- $98,797
- Administrative expenses
- $44,429
- Total expenses
- $146,642
- Net increase / (decrease)
- $1,274,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth, Inc. | INVESTMENT ADVISORY | $17,217 | not reported in the loaded dataset |
| Transamerica Retirement Solutions, | RECORDKEEPER | $14,944 | $0 |