2023 Form 5500 filing — Advance Engineering Company Retirement Savings 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 20240724052005NAL0007925107001) for Advance Engineering Company Retirement Savings Plan, reported by Advance Engineering Company under EIN 30-0265502 and plan number 001. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724052005NAL0007925107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advance Engineering Company
- EIN
- 30-0265502
- Plan number
- 001
- Location
- Canton, MI
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,724,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,724,816
- Employer contributions
- $70,344
- Participant contributions
- $196,344
- Total income / additions
- $929,207
- Benefits paid
- $419,726
- Administrative expenses
- $27,438
- Total expenses
- $450,873
- Net increase / (decrease)
- $478,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $18,754 |
| Adp, Inc. | RECORD KEEPER | $13,938 | $0 |
| Plante & Moran, Pllc | ACCOUNTANT | $13,500 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |