Automationdirect.Com 401(K) Plan — Form 5500 plan (Automationdirect.Com Inc.)
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, Automationdirect.Com 401(K) Plan is a benefit plan reported by Automationdirect.Com Inc. under EIN 58-2041971 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $88,544,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Automationdirect.Com Inc.
- EIN
- 58-2041971
- Plan number
- 001
- Plan type
- 2
- Location
- Cumming, GA
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $88,544,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20241010121145NAL0020950369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,544,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,544,321
- Net assets (BOY)
- $69,624,911
Income & contributions
- Employer contributions
- $1,420,264
- Participant contributions
- $3,946,081
- Total contributions
- $6,047,424
- Total income / additions
- $23,530,862
Expenses & distributions
- Benefits paid
- $4,636,088
- Administrative expenses
- -$24,636
- Total expenses
- $4,611,452
- Net increase / (decrease)
- $18,919,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $26,650 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$51,915 | $0 | 2023 |