2023 Form 5500 filing — Avantik 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 20251015134150NAL0005017985001) for Avantik 401(K) Plan, reported by Belair Instrument Company, LLC Dba Avantik under EIN 46-5528724 and plan number 002. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251015134150NAL0005017985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belair Instrument Company, LLC Dba Avantik
- EIN
- 46-5528724
- Plan number
- 002
- Location
- Pine Brook, NJ
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,607,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,607,921
- Employer contributions
- $182,224
- Participant contributions
- $139,280
- Total income / additions
- $407,997
- Benefits paid
- $28,413
- Administrative expenses
- $6,643
- Total expenses
- $35,056
- Net increase / (decrease)
- $372,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins | RECORD KEEPER | $4,011 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $2,632 | $0 |