2023 Form 5500 filing — Allient Incorporated 401(K) Tax Advantaged Investment 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 20241014080514NAL0012996419001) for Allient Incorporated 401(K) Tax Advantaged Investment Plan, reported by Allient Inc. (F/K/A/ Allied Motion Technologies Inc.) under EIN 84-0518115 and plan number 003. It reports 1,163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014080514NAL0012996419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allient Inc. (F/K/A/ Allied Motion Technologies Inc.)
- EIN
- 84-0518115
- Plan number
- 003
- Location
- Amherst, NY
- Participants
- 1,163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,926,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,926,389
- Employer contributions
- $2,674,591
- Participant contributions
- $5,657,432
- Total income / additions
- $24,875,560
- Benefits paid
- $9,652,420
- Administrative expenses
- $84,208
- Total expenses
- $9,741,069
- Net increase / (decrease)
- $15,134,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $76,251 | $0 |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $7,957 | not reported in the loaded dataset |