2023 Form 5500 filing — Align Precision 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 20241015090554NAL0029087441003) for Align Precision 401(K) Plan, reported by Align Precision Corp. under EIN 83-4029310 and plan number 001. It reports 1,138 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)$44.9MReported net assets$44,947,699
Participants1.1K1,138
Provider compensation$263.6K3 Schedule C row(s)$263,607
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015090554NAL0029087441003
- Plan sponsor
- Align Precision Corp.
- EIN
- 83-4029310
- Plan number
- 001
- Location
- Tempe, AZ
- 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)$44.9M total assets
Net assets$44.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $44,947,699
- Net assets (EOY)
- $44,947,699
- Employer contributions
- $2,774,136
- Participant contributions
- $4,407,307
- Total income / additions
- $13,742,552
- Benefits paid
- $4,418,041
- Administrative expenses
- $185,053
- Total expenses
- $4,613,655
- Net increase / (decrease)
- $9,128,897
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co. | CONTRACT ADMINISTRATOR | $185,053 | $0 |
| Kestra Investment Services, LLC | OTHER SERVICES | $0 | $61,477 |
| Michigan Benefit Consulting, Inc. | OTHER SERVICES | $0 | $17,077 |