2023 Form 5500 filing — Automate Associates 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 20240905090255NAL0020857281001) for Automate Associates Inc. 401(K) Profit Sharing Plan, reported by Automate Associates Inc. under EIN 41-0905688 and plan number 001. It reports 44 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,371,204
Participants44
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240905090255NAL0020857281001
Plan sponsor
Automate Associates Inc.
EIN
41-0905688
Plan number
001
Location
Plymouth, MN
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$696.4K
Total expenses$157.3K
Benefits paid / distributions$132.9K
Contributions
Employer$48.4K
Participant$209.4K
Full reported line items
Total assets (EOY)
$3,371,204
Total liabilities (EOY)
$0
Net assets (EOY)
$3,371,204
Employer contributions
$48,404
Participant contributions
$209,401
Total income / additions
$696,427
Benefits paid
$132,888
Administrative expenses
$18,832
Total expenses
$157,280
Net increase / (decrease)
$539,147

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905090255NAL0020857281001 cover?
It is the 2023 Form 5500 filing for Automate Associates Inc. 401(K) Profit Sharing Plan, reported by Automate Associates Inc. (EIN 41-0905688).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages