Plan5500

Aerotech, Inc. 401(K) Plan — Form 5500 plan (Aerotech, 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, Aerotech, Inc. 401(K) Plan is a benefit plan reported by Aerotech, Inc. under EIN 25-1207279 and plan number 002. The latest loaded filing year is 2023. The filing reports 490 participants and $40,212,159 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aerotech, Inc.
EIN
25-1207279
Plan number
002
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
490
End-of-year plan assets
$40,212,159

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023490H, C20240805084515NAL0001862896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,212,159
Net assets (EOY)
$40,212,159
Net assets (BOY)
$31,312,394

Income & contributions

Participant contributions
$3,571,865
Total contributions
$3,754,238
Total income / additions
$10,260,031

Expenses & distributions

Benefits paid
$1,240,281
Administrative expenses
$119,985
Total expenses
$1,360,266
Net increase / (decrease)
$8,899,765

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCINVESTMENT ADVISOR$61,236not reported in the loaded dataset2023
Fidelity Inv. Inst. Op. Co., Inc.RECORDKEEPER$58,749$02023

Related Form 5500 pages