Ad-Tech Medical Instrument Corporation Profit Sharing Plan — Form 5500 plan (Ad-Tech Medical Instrument Corporation)
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, Ad-Tech Medical Instrument Corporation Profit Sharing Plan is a benefit plan reported by Ad-Tech Medical Instrument Corporation under EIN 39-1444595 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $3,864,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ad-Tech Medical Instrument Corporation
- EIN
- 39-1444595
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Creek, WI
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $3,864,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241003091226NAL0010316945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,864,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,864,876
- Net assets (BOY)
- $3,117,208
Income & contributions
- Employer contributions
- $43,204
- Participant contributions
- $428,631
- Total contributions
- $505,455
- Total income / additions
- $1,060,316
Expenses & distributions
- Benefits paid
- $305,618
- Administrative expenses
- $6,805
- Total expenses
- $312,648
- Net increase / (decrease)
- $747,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Hays Financial Group LLC | INVESTMENT ADVISOR | $6,250 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $555 | $0 | 2023 |