Azbil Vortek, LLC 401(K) Plan — Form 5500 plan (Azbil Vortek, 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, Azbil Vortek, LLC 401(K) Plan is a benefit plan reported by Azbil Vortek, LLC under EIN 84-1298972 and plan number 002. The latest loaded filing year is 2023. The filing reports 27 participants and $1,606,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Azbil Vortek, LLC
- EIN
- 84-1298972
- Plan number
- 002
- Plan type
- 2
- Location
- Longmont, CO
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $1,606,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240816093015NAL0007886579001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,606,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,606,270
- Net assets (BOY)
- $1,171,777
Income & contributions
- Employer contributions
- $72,487
- Participant contributions
- $159,254
- Total income / additions
- $466,522
Expenses & distributions
- Benefits paid
- $22,243
- Administrative expenses
- $9,786
- Total expenses
- $32,029
- Net increase / (decrease)
- $434,493
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.