2023 Form 5500 filing — Advanced Lubrication Specialties, 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 20250317120729NAL0001569681001) for Advanced Lubrication Specialties, 401(K) Plan, reported by Advanced Lubrication Specialists, Inc. under EIN 25-1469534 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317120729NAL0001569681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Lubrication Specialists, Inc.
- EIN
- 25-1469534
- Plan number
- 001
- Location
- Bensalem, PA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,383,269
- Net assets (EOY)
- $13,383,269
- Employer contributions
- $476,977
- Participant contributions
- $467,050
- Total income / additions
- $3,675,167
- Benefits paid
- $2,622,850
- Administrative expenses
- $74,437
- Total expenses
- $2,697,287
- Net increase / (decrease)
- $977,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $66,625 | $0 |
| Tpa At Time Of Fee Withdrawal | not reported in the loaded dataset | $4,150 | $0 |
| Definiti LLC | not reported in the loaded dataset | $3,662 | $0 |