2023 Form 5500 filing — Amada Weld Tech Inc. 401(K) Plan And Trust
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 20240911174017NAL0007421713001) for Amada Weld Tech Inc. 401(K) Plan And Trust, reported by Amada Weld Tech Inc. under EIN 95-4495613 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911174017NAL0007421713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amada Weld Tech Inc.
- EIN
- 95-4495613
- Plan number
- 001
- Location
- Monrovia, CA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,864,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,864,391
- Employer contributions
- $656,418
- Participant contributions
- $1,518,625
- Total income / additions
- $7,751,770
- Benefits paid
- $1,656,584
- Administrative expenses
- $81,437
- Total expenses
- $1,789,807
- Net increase / (decrease)
- $5,961,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar | SERVICE PROVIDER | $0 | $13,907 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $13,907 |
| Mike Fine | SERVICE PROVIDER | $11,250 | not reported in the loaded dataset |
| Grp Financial | SERVICE PROVIDER | $9,570 | not reported in the loaded dataset |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $8,486 | not reported in the loaded dataset |
| Truog-Ryding Company Inc | SERVICE PROVIDER | $7,962 | not reported in the loaded dataset |