2023 Form 5500 filing — Air Treatment 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 20241002140221NAL0008880241001) for Air Treatment 401(K) Plan, reported by Air Treatment Corporation under EIN 95-4267892 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002140221NAL0008880241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Air Treatment Corporation
- EIN
- 95-4267892
- Plan number
- 001
- Location
- Brea, CA
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,133,429
- Net assets (EOY)
- $30,133,429
- Participant contributions
- $2,176,034
- Total income / additions
- $6,698,929
- Benefits paid
- $787,358
- Administrative expenses
- $90,086
- Total expenses
- $877,444
- Net increase / (decrease)
- $5,821,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $50,118 | $0 |
| Lpl Financial Corporation | ADVISORY | $39,968 | not reported in the loaded dataset |