2023 Form 5500 filing — Aalberts Surface Technologies 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 20241014114956NAL0027193057001) for Aalberts Surface Technologies 401(K) Plan, reported by Applied Process, Inc. under EIN 38-2565630 and plan number 001. It reports 225 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)$31MReported net assets$30,972,417
Participants225
Provider compensation$5.2K3 Schedule C row(s)$5,177
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014114956NAL0027193057001
Plan sponsor
Applied Process, Inc.
EIN
38-2565630
Plan number
001
Location
Livonia, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$31M total assets
Net assets$31MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
Employer$537.2K
Participant$1M
Full reported line items
Total assets (EOY)
$30,972,417
Total liabilities (EOY)
$0
Net assets (EOY)
$30,972,417
Employer contributions
$537,228
Participant contributions
$1,033,937
Total income / additions
$4,683,025
Benefits paid
$2,191,532
Administrative expenses
$28,236
Total expenses
$2,220,982
Net increase / (decrease)
$2,462,043
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $3.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $1.3K
  3. 3
    INVESTMENT MGMT · Direct $5

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014114956NAL0027193057001 cover?
It is the 2023 Form 5500 filing for Aalberts Surface Technologies 401(K) Plan, reported by Applied Process, Inc. (EIN 38-2565630).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages