Align Precision 401(K) Plan — Form 5500 plan (Align Precision 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, Align Precision 401(K) Plan is a benefit plan reported by Align Precision Corp. under EIN 83-4029310 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,138 participants and $44,947,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Align Precision Corp.
- EIN
- 83-4029310
- Plan number
- 001
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 1,138
- End-of-year plan assets
- $44,947,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,138 | H, C | 20241015090554NAL0029087441003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,947,699
- Net assets (EOY)
- $44,947,699
- Net assets (BOY)
- $35,725,881
Income & contributions
- Employer contributions
- $2,774,136
- Participant contributions
- $4,407,307
- Total contributions
- $7,894,193
- Total income / additions
- $13,742,552
Expenses & distributions
- Benefits paid
- $4,418,041
- Administrative expenses
- $185,053
- Total expenses
- $4,613,655
- Net increase / (decrease)
- $9,128,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co. | CONTRACT ADMINISTRATOR | $185,053 | $0 | 2023 |
| Kestra Investment Services, LLC | OTHER SERVICES | $0 | $61,477 | 2023 |
| Michigan Benefit Consulting, Inc. | OTHER SERVICES | $0 | $17,077 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Align Precision Corp.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tempe, AZ
- Principal Life Insurance Co. — Schedule C compensation
- Kestra Investment Services, LLC — Schedule C compensation
- Michigan Benefit Consulting, Inc. — Schedule C compensation