Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan — Form 5500 plan (Advanced Filtration Concepts, 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, Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan is a benefit plan reported by Advanced Filtration Concepts, Inc. under EIN 95-4765797 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $6,352,257 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Filtration Concepts, Inc.
EIN
95-4765797
Plan number
002
Plan type
2
Location
Rancho Santa Margarita, CA
Latest filing year
2023
Participants
12
End-of-year plan assets
$6,352,257

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312I20250627123911NAL0009415713001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,352,257
Total liabilities (EOY)
$0
Net assets (EOY)
$6,352,257
Net assets (BOY)
$5,247,791

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$1,149,498

Expenses & distributions

Benefits paid
$0
Administrative expenses
$45,032
Total expenses
$45,032
Net increase / (decrease)
$1,104,466

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages