Advantage Controls LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Advantage Controls 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, Advantage Controls LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Advantage Controls LLC under EIN 20-1066376 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $6,241,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advantage Controls LLC
- EIN
- 20-1066376
- Plan number
- 001
- Plan type
- 2
- Location
- Muskogee, OK
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $6,241,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20251015130533NAL0002337155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,241,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,241,523
- Net assets (BOY)
- $5,106,389
Income & contributions
- Employer contributions
- $197,519
- Participant contributions
- $324,583
- Total contributions
- $522,102
- Total income / additions
- $1,543,259
Expenses & distributions
- Benefits paid
- $403,110
- Administrative expenses
- $5,015
- Total expenses
- $408,125
- Net increase / (decrease)
- $1,135,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bokf, Na | TRUSTEE | $5,015 | $0 | 2023 |