2023 Form 5500 filing — Adams Thermal Systems Retirement Savings 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 20240926101915NAL0000301507001) for Adams Thermal Systems Retirement Savings Plan, reported by Adams Thermal Systems Inc. under EIN 20-0386781 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926101915NAL0000301507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adams Thermal Systems Inc.
- EIN
- 20-0386781
- Plan number
- 001
- Location
- Canton, SD
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,414,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,414,019
- Employer contributions
- $448,730
- Participant contributions
- $935,065
- Total income / additions
- $3,428,767
- Benefits paid
- $1,730,618
- Administrative expenses
- $61,755
- Total expenses
- $1,792,373
- Net increase / (decrease)
- $1,636,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Visionpoint Advisory Group | ADVISOR | $33,174 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,245 | $0 |
| Eide Bailly | ACCOUNTANT/AUDITOR | $8,336 | not reported in the loaded dataset |