Aiphone Corporation Employees Savings Plan — Form 5500 plan (Aiphone Corporation)

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, Aiphone Corporation Employees Savings Plan is a benefit plan reported by Aiphone Corporation under EIN 91-0857384 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $19,040,960 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aiphone Corporation
EIN
91-0857384
Plan number
001
Plan type
2
Location
Redmond, WA
Latest filing year
2023
Participants
131
End-of-year plan assets
$19,040,960

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20250115150546NAL0011854403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,040,960
Total liabilities (EOY)
$5,874
Net assets (EOY)
$19,035,086
Net assets (BOY)
$17,534,136

Income & contributions

Employer contributions
$784,046
Participant contributions
$851,131
Total contributions
$1,911,404
Total income / additions
$4,881,784

Expenses & distributions

Benefits paid
$3,350,093
Administrative expenses
$30,741
Total expenses
$3,380,834
Net increase / (decrease)
$1,500,950

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Advisors, Inc.NONE$20,000$02023
Usi Consulting GroupNONE$8,555$02023
Charles Schwab Trust BankNONE$2,196$3,4252023
Charles Schwab & Co.NONE$149$02023

Related Form 5500 pages