2023 Form 5500 filing — Ad-Tech Medical Instrument Corporation 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 20241003091226NAL0010316945001) for Ad-Tech Medical Instrument Corporation Profit Sharing Plan, reported by Ad-Tech Medical Instrument Corporation under EIN 39-1444595 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.9MReported net assets$3,864,876
Participants145
Provider compensation$6.8K2 Schedule C row(s)$6,805
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003091226NAL0010316945001
- Plan sponsor
- Ad-Tech Medical Instrument Corporation
- EIN
- 39-1444595
- Plan number
- 001
- Location
- Oak Creek, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,864,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,864,876
- Employer contributions
- $43,204
- Participant contributions
- $428,631
- Total income / additions
- $1,060,316
- Benefits paid
- $305,618
- Administrative expenses
- $6,805
- Total expenses
- $312,648
- Net increase / (decrease)
- $747,668
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Hays Financial Group LLC | INVESTMENT ADVISOR | $6,250 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $555 | $0 |