Advantage Sci, LLC 401(K) Plan — Form 5500 plan (Advantage Sci, 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, Advantage Sci, LLC 401(K) Plan is a benefit plan reported by Advantage Sci, LLC under EIN 47-0892478 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $6,011,580 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advantage Sci, LLC
EIN
47-0892478
Plan number
001
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
Participants
294
End-of-year plan assets
$6,011,580

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20250123083027NAL0003641043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,011,580
Total liabilities (EOY)
$0
Net assets (EOY)
$6,011,580
Net assets (BOY)
$5,104,175

Income & contributions

Employer contributions
$353,201
Participant contributions
$397,545
Total contributions
$754,369
Total income / additions
$1,568,230

Expenses & distributions

Benefits paid
$604,711
Administrative expenses
$56,114
Total expenses
$660,825
Net increase / (decrease)
$907,405

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement LLCCONTRACT ADMINISTRATOR$30,026not reported in the loaded dataset2023
Raymond James Financial Services AdINVESTMENT ADVISOR$26,088not reported in the loaded dataset2023

Related Form 5500 pages