2023 Form 5500 filing — Applied Control Engineering Inc. 401(K) 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 20240729123530NAL0012506579001) for Applied Control Engineering Inc. 401(K) Retirement Plan, reported by Applied Control Engineering Inc under EIN 51-0333862 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240729123530NAL0012506579001
Filing year
2023
Form type
2
Plan sponsor
Applied Control Engineering Inc
EIN
51-0333862
Plan number
001
Location
Newark, DE
Participants
189
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$30,656,645
Total liabilities (EOY)
$0
Net assets (EOY)
$30,656,645
Employer contributions
$468,767
Participant contributions
$1,568,052
Total income / additions
$6,791,276
Benefits paid
$1,409,398
Administrative expenses
$51,920
Total expenses
$1,461,318
Net increase / (decrease)
$5,329,958
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
T. Rowe Price Rps, Inc.NONE$51,920$0
American FundsNONE$0$0
Pimco FundsNONE$0$0
Met West FundsNONE$0$0
FidelityNONE$0$0
Cohen & Steers FundsNONE$0$0
Dodge & CoxNONE$0$0
Tiaa-CrefNONE$0$0
Jp Morgan FundsNONE$0$0
Allspring GlobalNONE$0$0

Related Form 5500 pages