2023 Form 5500 filing — Aerotech Machining, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611105040NAL0027640753001) for Aerotech Machining, Inc. 401(K) Plan, reported by Aerotech Machining, Inc. under EIN 58-1638947 and plan number 001. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,440,702
Participants63
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240611105040NAL0027640753001
Plan sponsor
Aerotech Machining, Inc.
EIN
58-1638947
Plan number
001
Location
Bloomingdale, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$788.7K
Total expenses$178.3K
Benefits paid / distributions$152.7K
Contributions
Employer$107.8K
Participant$197.5K
Full reported line items
Total assets (EOY)
$3,440,702
Total liabilities (EOY)
$0
Net assets (EOY)
$3,440,702
Employer contributions
$107,763
Participant contributions
$197,451
Total income / additions
$788,748
Benefits paid
$152,709
Administrative expenses
$25,556
Total expenses
$178,265
Net increase / (decrease)
$610,483

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240611105040NAL0027640753001 cover?
It is the 2023 Form 5500 filing for Aerotech Machining, Inc. 401(K) Plan, reported by Aerotech Machining, Inc. (EIN 58-1638947).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages