2023 Form 5500 filing — Advanced Testing Laboratory 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 20251111155610NAL0005276065001) for Advanced Testing Laboratory 401k Plan, reported by Advanced Testing Laboratory, Inc. under EIN 31-1217849 and plan number 001. It reports 668 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251111155610NAL0005276065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Testing Laboratory, Inc.
- EIN
- 31-1217849
- Plan number
- 001
- Location
- Blue Ash, OH
- Participants
- 668
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,392,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,392,693
- Employer contributions
- $120,401
- Participant contributions
- $1,113,857
- Total income / additions
- $2,397,643
- Benefits paid
- $1,669,812
- Administrative expenses
- $85,186
- Total expenses
- $1,754,998
- Net increase / (decrease)
- $642,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pai | TPA | $29,033 | not reported in the loaded dataset |
| Prospera Financial Services | INVESTOR ADVISOR | $26,893 | not reported in the loaded dataset |
| Pai Trust | NONE | $13,606 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $9,280 | not reported in the loaded dataset |