Advanced Engineering Solutions, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Advanced Engineering Solutions, 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 Engineering Solutions, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Advanced Engineering Solutions, Inc under EIN 31-1440708 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $8,766,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Engineering Solutions, Inc
EIN
31-1440708
Plan number
001
Plan type
2
Location
Springboro, OH
Latest filing year
2023
Participants
141
End-of-year plan assets
$8,766,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241007114825NAL0027344560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,766,584
Total liabilities (EOY)
$0
Net assets (EOY)
$8,766,584
Net assets (BOY)
$7,652,635

Income & contributions

Employer contributions
$155,676
Participant contributions
$582,058
Total contributions
$737,734
Total income / additions
$1,784,710

Expenses & distributions

Benefits paid
$598,959
Administrative expenses
$39,292
Total expenses
$670,761
Net increase / (decrease)
$1,113,949

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$20,434not reported in the loaded dataset2023
First Financial BankNONE$18,854not reported in the loaded dataset2023

Related Form 5500 pages