2023 Form 5500 filing — Aquatic Technologies, Inc. Employees 401k 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 20250530150708NAL0005318163001) for Aquatic Technologies, Inc. Employees 401k Plan, reported by Hart Brothers Construction Dba Aquatic Technologies under EIN 33-0778866 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250530150708NAL0005318163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hart Brothers Construction Dba Aquatic Technologies
- EIN
- 33-0778866
- Plan number
- 001
- Location
- San Juan Capistrano, CA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,728,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,728,981
- Employer contributions
- $146,209
- Participant contributions
- $363,594
- Total income / additions
- $1,179,500
- Benefits paid
- $14,169
- Administrative expenses
- $27,501
- Total expenses
- $41,670
- Net increase / (decrease)
- $1,137,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sackett Financial Advisors | FINANCIAL ADVISOR | $21,519 | not reported in the loaded dataset |
| American Funds | RECORDKEEPER | $500 | $0 |