Avantik 401(K) Plan — Form 5500 plan (Belair Instrument Company, LLC Dba Avantik)

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, Avantik 401(K) Plan is a benefit plan reported by Belair Instrument Company, LLC Dba Avantik under EIN 46-5528724 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $1,607,921 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Belair Instrument Company, LLC Dba Avantik
EIN
46-5528724
Plan number
002
Plan type
2
Location
Pine Brook, NJ
Latest filing year
2023
Participants
126
End-of-year plan assets
$1,607,921

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20251015134150NAL0005017985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,607,921
Total liabilities (EOY)
$0
Net assets (EOY)
$1,607,921
Net assets (BOY)
$0

Income & contributions

Employer contributions
$182,224
Participant contributions
$139,280
Total contributions
$336,563
Total income / additions
$407,997

Expenses & distributions

Benefits paid
$28,413
Administrative expenses
$6,643
Total expenses
$35,056
Net increase / (decrease)
$372,941

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsRECORD KEEPER$4,011$02023
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$2,632$02023

Related Form 5500 pages