Lithion Retirement Plan — Form 5500 plan (Aved Electronics, 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, Lithion Retirement Plan is a benefit plan reported by Aved Electronics, LLC under EIN 04-2668189 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $4,322,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aved Electronics, LLC
EIN
04-2668189
Plan number
001
Plan type
2
Location
North Billerica, MA
Latest filing year
2023
Participants
363
End-of-year plan assets
$4,322,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20240918185428NAL0008557296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,322,277
Total liabilities (EOY)
$0
Net assets (EOY)
$4,322,277
Net assets (BOY)
$3,048,114

Income & contributions

Employer contributions
$92,911
Participant contributions
$619,400
Total contributions
$801,571
Total income / additions
$1,420,805

Expenses & distributions

Benefits paid
$98,797
Administrative expenses
$44,429
Total expenses
$146,642
Net increase / (decrease)
$1,274,163

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Osaic Wealth, Inc.INVESTMENT ADVISORY$17,217not reported in the loaded dataset2023
Transamerica Retirement Solutions,RECORDKEEPER$14,944$02023

Related Form 5500 pages