2023 Form 5500 filing — Advanced Technology International 403(B) Retirement 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 20240614072212NAL0064876818001) for Advanced Technology International 403(B) Retirement Plan, reported by Advanced Technology International under EIN 57-1067151 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240614072212NAL0064876818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Technology International
- EIN
- 57-1067151
- Plan number
- 001
- Location
- Summerville, SC
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,906,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,906,821
- Employer contributions
- $2,281,290
- Participant contributions
- $2,803,323
- Total income / additions
- $13,198,228
- Benefits paid
- $3,083,730
- Administrative expenses
- $35,970
- Total expenses
- $3,119,700
- Net increase / (decrease)
- $10,078,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,969 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |