2023 Form 5500 filing — Advanced Motion Controls 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 20240814111404NAL0025370802001) for Advanced Motion Controls 401(K) Plan, reported by Barta - Schoenewald, Inc. Dba Advanced Motion Controls under EIN 95-4188955 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814111404NAL0025370802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barta - Schoenewald, Inc. Dba Advanced Motion Controls
- EIN
- 95-4188955
- Plan number
- 001
- Location
- Camarillo, CA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,254,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,254,315
- Employer contributions
- $240,058
- Participant contributions
- $1,017,624
- Total income / additions
- $3,695,788
- Benefits paid
- $1,475,056
- Administrative expenses
- $21,129
- Total expenses
- $1,502,449
- Net increase / (decrease)
- $2,193,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James And Associates, Inc. | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$2,758 | $0 |