2023 Form 5500 filing — Ad-Tech Medical Instrument Corporation 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 20241003091226NAL0010316945001) for Ad-Tech Medical Instrument Corporation Profit Sharing Plan, reported by Ad-Tech Medical Instrument Corporation under EIN 39-1444595 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003091226NAL0010316945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ad-Tech Medical Instrument Corporation
- EIN
- 39-1444595
- Plan number
- 001
- Location
- Oak Creek, WI
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,864,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,864,876
- Employer contributions
- $43,204
- Participant contributions
- $428,631
- Total income / additions
- $1,060,316
- Benefits paid
- $305,618
- Administrative expenses
- $6,805
- Total expenses
- $312,648
- Net increase / (decrease)
- $747,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Hays Financial Group LLC | INVESTMENT ADVISOR | $6,250 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $555 | $0 |