2023 Form 5500 filing — Aiphone Corporation Employees 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 20250115150546NAL0011854403001) for Aiphone Corporation Employees Savings Plan, reported by Aiphone Corporation under EIN 91-0857384 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115150546NAL0011854403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aiphone Corporation
- EIN
- 91-0857384
- Plan number
- 001
- Location
- Redmond, WA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,040,960
- Total liabilities (EOY)
- $5,874
- Net assets (EOY)
- $19,035,086
- Employer contributions
- $784,046
- Participant contributions
- $851,131
- Total income / additions
- $4,881,784
- Benefits paid
- $3,350,093
- Administrative expenses
- $30,741
- Total expenses
- $3,380,834
- Net increase / (decrease)
- $1,500,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors, Inc. | NONE | $20,000 | $0 |
| Usi Consulting Group | NONE | $8,555 | $0 |
| Charles Schwab Trust Bank | NONE | $2,196 | $3,425 |
| Charles Schwab & Co. | NONE | $149 | $0 |