Advanced Distribution Systems, Inc. Incentive Savings Trust — Form 5500 plan (Advanced Distribution Systems, I)

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 Distribution Systems, Inc. Incentive Savings Trust is a benefit plan reported by Advanced Distribution Systems, I under EIN 06-1009044 and plan number 004. The latest loaded filing year is 2023. The filing reports 257 participants and $6,348,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Distribution Systems, I
EIN
06-1009044
Plan number
004
Plan type
2
Location
Stamford, CT
Latest filing year
2023
Participants
257
End-of-year plan assets
$6,348,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20240926054136NAL0000188131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,348,274
Total liabilities (EOY)
$0
Net assets (EOY)
$6,348,274
Net assets (BOY)
$5,687,653

Income & contributions

Employer contributions
$257,823
Participant contributions
$240,299
Total contributions
$498,122
Total income / additions
$1,244,137

Expenses & distributions

Benefits paid
$555,633
Administrative expenses
$21,472
Total expenses
$583,516
Net increase / (decrease)
$660,621

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$15,220$1,3382023
Adp, Inc.RECORD KEEPER$5,307$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages