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, Advance Trading, Inc. 401(K) Plan And Esop is a benefit plan reported by Advance Trading, Inc. under EIN 37-1117051 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $85,580,155 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,580,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,580,155
- Net assets (BOY)
- $88,275,796
Income & contributions
- Employer contributions
- $411,374
- Participant contributions
- $997,632
- Total contributions
- $1,608,364
- Total income / additions
- $843,889
Expenses & distributions
- Benefits paid
- $3,410,027
- Administrative expenses
- $129,503
- Total expenses
- $3,539,530
- Net increase / (decrease)
- -$2,695,641