2023 Form 5500 filing — Aaren Scientific Inc. 401(K) Profit Sharing 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 20240801200052NAL0039513360001) for Aaren Scientific Inc. 401(K) Profit Sharing Plan, reported by Carl Zeiss Meditec Production, LLC under EIN 82-0721478 and plan number 001. It reports 167 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)$79.7KReported net assets$79,709
Participants167
Provider compensation$2.6K2 Schedule C row(s)$2,610
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240801200052NAL0039513360001
Plan sponsor
Carl Zeiss Meditec Production, LLC
EIN
82-0721478
Plan number
001
Location
Ontario, CA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$79.7K total assets
Net assets$79.7KLiabilities$0
Money in vs. money out
Total income / additions$10.9K
Total expenses$19K
Benefits paid / distributions$16.4K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$79,709
Total liabilities (EOY)
$0
Net assets (EOY)
$79,709
Employer contributions
$0
Participant contributions
$0
Total income / additions
$10,862
Benefits paid
$16,351
Administrative expenses
$2,610
Total expenses
$18,961
Net increase / (decrease)
-$8,099
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $2.6K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $40

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801200052NAL0039513360001 cover?
It is the 2023 Form 5500 filing for Aaren Scientific Inc. 401(K) Profit Sharing Plan, reported by Carl Zeiss Meditec Production, LLC (EIN 82-0721478).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages