2023 Form 5500 filing — Glatt Air Techniques Inc. Profit Sharing/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 20240919092838NAL0003405507001) for Glatt Air Techniques Inc. Profit Sharing/401(K) Plan, reported by Glatt Air Techniques, Inc. under EIN 13-2760472 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240919092838NAL0003405507001
Filing year
2023
Form type
2
Plan sponsor
Glatt Air Techniques, Inc.
EIN
13-2760472
Plan number
001
Location
Ramsey, NJ
Participants
250
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$40,052,785
Total liabilities (EOY)
$0
Net assets (EOY)
$40,052,785
Employer contributions
$464,887
Participant contributions
$1,833,685
Total income / additions
$10,462,224
Benefits paid
$1,159,719
Administrative expenses
$30,850
Total expenses
$1,190,569
Net increase / (decrease)
$9,271,655
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pkf O'Connor Davies LlpAUDITOR$13,250not reported in the loaded dataset
Captrust Financial AdvisorsINVESTMENT ADVISOR$12,500not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$10,607not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$9,003$0

Related Form 5500 pages