Aechelon Technology 401(K) Plan — Form 5500 plan (Aechelon Technology, 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, Aechelon Technology 401(K) Plan is a benefit plan reported by Aechelon Technology, Inc. under EIN 77-0493667 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $35,704,697 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aechelon Technology, Inc.
EIN
77-0493667
Plan number
001
Plan type
2
Location
South San Francisco, CA
Latest filing year
2023
Participants
191
End-of-year plan assets
$35,704,697

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20241010171211NAL0011766979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,704,697
Total liabilities (EOY)
$0
Net assets (EOY)
$35,704,697
Net assets (BOY)
$27,539,345

Income & contributions

Employer contributions
$926,388
Participant contributions
$1,771,120
Total contributions
$2,701,182
Total income / additions
$8,253,345

Expenses & distributions

Benefits paid
$85,474
Administrative expenses
$2,519
Total expenses
$87,993
Net increase / (decrease)
$8,165,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Purshe Kaplan Sterling InvADVISOR$0$68,4142023
Fidelity Investments InstitutionalRECORDKEEPER$2,519$02023

Related Form 5500 pages