Advanced Instruments, LLC Saving And Profit Sharing Plan — Form 5500 plan (Advanced Instruments, LLC)

Plain-English plan 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, Advanced Instruments, LLC Saving And Profit Sharing Plan is a benefit plan reported by Advanced Instruments, LLC under EIN 04-2187801 and plan number 002. The latest loaded filing year is 2023. The filing reports 222 participants and $33,800,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Instruments, LLC
EIN
04-2187801
Plan number
002
Plan type
2
Location
Norwood, MA
Latest filing year
2023
Participants
222
End-of-year plan assets
$33,800,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023222H, C20250429140620NAL0001194034001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,800,204
Total liabilities (EOY)
$0
Net assets (EOY)
$33,800,204
Net assets (BOY)
$25,720,744

Income & contributions

Employer contributions
$1,038,808
Participant contributions
$2,740,205
Total contributions
$4,163,541
Total income / additions
$9,375,264

Expenses & distributions

Benefits paid
$3,958,431
Administrative expenses
-$560
Total expenses
$3,973,447
Net increase / (decrease)
$5,401,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$56,697not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$57,257$02023

Related Form 5500 pages