2023 Form 5500 filing — Advanced Lighting Technologies 401(K) Retirement And Savings 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 20241014132940NAL0052436306001) for Advanced Lighting Technologies 401(K) Retirement And Savings Plan, reported by Advanced Lighting Technologies, LLC under EIN 34-1803229 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014132940NAL0052436306001
Filing year
2023
Form type
2
Plan sponsor
Advanced Lighting Technologies, LLC
EIN
34-1803229
Plan number
001
Location
Glenwillow, OH
Participants
102
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$65,703,940
Total liabilities (EOY)
$0
Net assets (EOY)
$65,703,940
Employer contributions
$113,036
Participant contributions
$343,916
Total income / additions
$3,668,498
Benefits paid
$2,035,438
Administrative expenses
$16,747
Total expenses
$2,087,769
Net increase / (decrease)
$1,580,729
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$12,065not reported in the loaded dataset
Apple Growth PartnersACCOUNTANT/AUDITOR$11,000not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$6,318$0

Related Form 5500 pages