2023 Form 5500 filing — Advion, Inc. 401k 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 20240614093126NAL0015141635001) for Advion, Inc. 401k Plan, reported by Advion, Inc. under EIN 20-2262079 and plan number 001. It reports 90 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.4MReported net assets$11,432,637
Participants90
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240614093126NAL0015141635001
Plan sponsor
Advion, Inc.
EIN
20-2262079
Plan number
001
Location
Ithaca, NY
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)$11.4M total assets
Net assets$11.4MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$613.1K
Benefits paid / distributions$610.3K
Contributions
Employer$146.4K
Participant$445.6K
Full reported line items
Total assets (EOY)
$11,432,637
Total liabilities (EOY)
$0
Net assets (EOY)
$11,432,637
Employer contributions
$146,398
Participant contributions
$445,563
Total income / additions
$2,381,143
Benefits paid
$610,264
Administrative expenses
$2,875
Total expenses
$613,139
Net increase / (decrease)
$1,768,004

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240614093126NAL0015141635001 cover?
It is the 2023 Form 5500 filing for Advion, Inc. 401k Plan, reported by Advion, Inc. (EIN 20-2262079).
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