Advanced Lighting Technologies 401(K) Retirement And Savings Plan — Form 5500 plan (Advanced Lighting Technologies, 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, Advanced Lighting Technologies 401(K) Retirement And Savings Plan is a benefit plan reported by Advanced Lighting Technologies, LLC under EIN 34-1803229 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $65,703,940 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Lighting Technologies, LLC
- EIN
- 34-1803229
- Plan number
- 001
- Plan type
- 2
- Location
- Glenwillow, OH
- Latest filing year
- 2023
- Participants
- 102
- End-of-year plan assets
- $65,703,940
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102 | H, C | 20241014132940NAL0052436306001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,703,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,703,940
- Net assets (BOY)
- $17,164,462
Income & contributions
- Employer contributions
- $113,036
- Participant contributions
- $343,916
- Total contributions
- $456,952
- Total income / additions
- $3,668,498
Expenses & distributions
- Benefits paid
- $2,035,438
- Administrative expenses
- $16,747
- Total expenses
- $2,087,769
- Net increase / (decrease)
- $1,580,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,065 | not reported in the loaded dataset | 2023 |
| Apple Growth Partners | ACCOUNTANT/AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$6,318 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Lighting Technologies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Glenwillow, OH
- Strategic Advisors, Inc. — Schedule C compensation
- Apple Growth Partners — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation