2023 Form 5500 filing — Auma Actuators, Inc. 401(K)

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 20241011133743NAL0021955649001) for Auma Actuators, Inc. 401(K), reported by Auma Actuators, Inc. under EIN 25-1311246 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.2MReported net assets$10,218,975
Participants139
Provider compensation$36.3K2 Schedule C row(s)$36,256
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011133743NAL0021955649001
Plan sponsor
Auma Actuators, Inc.
EIN
25-1311246
Plan number
001
Location
Canonsburg, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$159.1K
Participant$736.9K
Full reported line items
Total assets (EOY)
$10,218,975
Total liabilities (EOY)
$0
Net assets (EOY)
$10,218,975
Employer contributions
$159,130
Participant contributions
$736,898
Total income / additions
$2,530,430
Benefits paid
$1,075,210
Administrative expenses
$36,256
Total expenses
$1,111,466
Net increase / (decrease)
$1,418,964

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Commonwealth Financial NetworkADVISOR$18,485not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$17,771$0

Related Form 5500 pages