Advanced Industrial Services, Inc. 401(K) Plan — Form 5500 plan (Advanced Industrial Services, Inc.)
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 Industrial Services, Inc. 401(K) Plan is a benefit plan reported by Advanced Industrial Services, Inc. under EIN 23-2308981 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $11,214,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Industrial Services, Inc.
- EIN
- 23-2308981
- Plan number
- 001
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $11,214,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240722095738NAL0006251443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,214,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,214,240
- Net assets (BOY)
- $9,680,766
Income & contributions
- Employer contributions
- $240,178
- Participant contributions
- $683,236
- Total contributions
- $1,190,142
- Total income / additions
- $2,785,353
Expenses & distributions
- Benefits paid
- $1,203,392
- Administrative expenses
- $43,808
- Total expenses
- $1,251,879
- Net increase / (decrease)
- $1,533,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $18,925 | $0 | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $14,732 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions, Inc. | CONTRACT ADMIN | $7,144 | not reported in the loaded dataset | 2023 |
| Lpl Financial, LLC | INVESTMENT ADVISOR | $2,943 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Industrial Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Lpl Financial, LLC — Schedule C compensation