2023 Form 5500 filing — Applied Technical Services, 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 20241014152403NAL0013529219001) for Applied Technical Services, 401(K) Plan, reported by Applied Technical Services, LLC under EIN 58-0976776 and plan number 001. It reports 1,741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152403NAL0013529219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applied Technical Services, LLC
- EIN
- 58-0976776
- Plan number
- 001
- Location
- Marietta, GA
- Participants
- 1,741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,735,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,735,974
- Employer contributions
- $2,802,133
- Participant contributions
- $9,053,197
- Total income / additions
- $27,820,542
- Benefits paid
- $5,830,877
- Administrative expenses
- $334,534
- Total expenses
- $6,211,346
- Net increase / (decrease)
- $21,609,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $213,615 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $94,251 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,668 | $0 |