Akrion Technologies, Inc. 401(K) Plan — Form 5500 plan (Akrion Technologies, 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, Akrion Technologies, Inc. 401(K) Plan is a benefit plan reported by Akrion Technologies, Inc. under EIN 82-2774740 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $18,288,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Akrion Technologies, Inc.
- EIN
- 82-2774740
- Plan number
- 001
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $18,288,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241007140109NAL0008940451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,288,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,288,942
- Net assets (BOY)
- $16,368,494
Income & contributions
- Employer contributions
- $178,347
- Participant contributions
- $816,756
- Total contributions
- $1,000,013
- Total income / additions
- $3,552,255
Expenses & distributions
- Benefits paid
- $1,607,192
- Administrative expenses
- $20,033
- Total expenses
- $1,631,807
- Net increase / (decrease)
- $1,920,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valley Forge Pension Management | THIRD PARTY ADMINISTRATO | $0 | $8,648 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,027 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Akrion Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Allentown, PA
- Valley Forge Pension Management — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation