Advantage Engineers, LLC 401(K) Plan — Form 5500 plan (Advantage Engineers, 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 Engineers, LLC 401(K) Plan is a benefit plan reported by Advantage Engineers, LLC under EIN 81-3879717 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $9,019,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advantage Engineers, LLC
- EIN
- 81-3879717
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $9,019,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20240605160916NAL0021038353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,019,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,019,966
- Net assets (BOY)
- $8,020,609
Income & contributions
- Employer contributions
- $262,197
- Participant contributions
- $766,907
- Total contributions
- $1,100,433
- Total income / additions
- $2,527,456
Expenses & distributions
- Benefits paid
- $1,446,138
- Administrative expenses
- $74,115
- Total expenses
- $1,528,099
- Net increase / (decrease)
- $999,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,212 | $0 | 2023 |
| Cambridge Investment Research Inc | OTHER SERVICES | $0 | $20,436 | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMINISTRATOR | $8,855 | $3,394 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advantage Engineers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation