Advantek, LLC 401(K) Plan — Form 5500 plan (Advantek, 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, Advantek, LLC 401(K) Plan is a benefit plan reported by Advantek, LLC under EIN 41-1717163 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $8,040,914 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advantek, LLC
EIN
41-1717163
Plan number
002
Plan type
2
Location
Eden Prairie, MN
Latest filing year
2023
Participants
165
End-of-year plan assets
$8,040,914

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20240927102245NAL0003360320001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,040,914
Total liabilities (EOY)
$0
Net assets (EOY)
$8,040,914
Net assets (BOY)
$8,695,288

Income & contributions

Employer contributions
$120,333
Participant contributions
$369,401
Total contributions
$491,214
Total income / additions
$1,859,030

Expenses & distributions

Benefits paid
$2,496,842
Administrative expenses
$34,214
Total expenses
$2,513,404
Net increase / (decrease)
-$654,374

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Moneta Group Investment AdvisorsADVISOR$17,665not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$16,549$02023

Related Form 5500 pages