2023 Form 5500 filing — Leistritz Advanced Technologies Corp. Retirement 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 20241015122749NAL0049383136001) for Leistritz Advanced Technologies Corp. Retirement Plan, reported by Leistritz Advanced Technologies Corp. under EIN 59-3666147 and plan number 002. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122749NAL0049383136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leistritz Advanced Technologies Corp.
- EIN
- 59-3666147
- Plan number
- 002
- Location
- Allendale, NJ
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,609,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,609,619
- Employer contributions
- $267,942
- Total income / additions
- $2,377,385
- Benefits paid
- $1,676,571
- Administrative expenses
- $274,479
- Total expenses
- $1,951,050
- Net increase / (decrease)
- $426,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $64,326 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $35,575 | not reported in the loaded dataset |
| Reliance Trust Company | NONE | $13,010 | $0 |