Advanced Technology & Research Corp. 401(K) Retirement Plan — Form 5500 plan (Advanced Technology & Research Corp.)
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, Advanced Technology & Research Corp. 401(K) Retirement Plan is a benefit plan reported by Advanced Technology & Research Corp. under EIN 52-0977059 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $22,978,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Technology & Research Corp.
- EIN
- 52-0977059
- Plan number
- 001
- Plan type
- 2
- Location
- Beltsville, MD
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $22,978,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241015170940NAL0049067920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,978,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,978,414
- Net assets (BOY)
- $19,810,105
Income & contributions
- Employer contributions
- $263,834
- Participant contributions
- $935,699
- Total contributions
- $1,220,256
- Total income / additions
- $5,814,478
Expenses & distributions
- Benefits paid
- $2,625,325
- Administrative expenses
- $19,763
- Total expenses
- $2,646,169
- Net increase / (decrease)
- $3,168,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bdo Usa, P.C | AUDITOR | $18,500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,263 | $0 | 2023 |