2023 Form 5500 filing — Advanced Industrial Services, 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 20240722095738NAL0006251443001) for Advanced Industrial Services, Inc. 401(K) Plan, reported by Advanced Industrial Services, Inc. under EIN 23-2308981 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,214,240
Participants154
Provider compensation$43.7K4 Schedule C row(s)$43,744
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240722095738NAL0006251443001
Plan sponsor
Advanced Industrial Services, Inc.
EIN
23-2308981
Plan number
001
Location
York, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$240.2K
Participant$683.2K
Full reported line items
Total assets (EOY)
$11,214,240
Total liabilities (EOY)
$0
Net assets (EOY)
$11,214,240
Employer contributions
$240,178
Participant contributions
$683,236
Total income / additions
$2,785,353
Benefits paid
$1,203,392
Administrative expenses
$43,808
Total expenses
$1,251,879
Net increase / (decrease)
$1,533,474
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $18.9K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $14.7K
  3. 3
    CONTRACT ADMIN · Direct $7.1K
  4. 4
    INVESTMENT ADVISOR · Direct $2.9K

Related Form 5500 pages