2023 Form 5500 filing — Allied Motion Technologies Inc. Employees' Stock Ownership 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 20241003153721NAL0005853043001) for Allied Motion Technologies Inc. Employees' Stock Ownership Plan, reported by Allient Inc. (F/K/A Allied Motion Technologies Inc.) under EIN 84-0518115 and plan number 002. It reports 1,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003153721NAL0005853043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allient Inc. (F/K/A Allied Motion Technologies Inc.)
- EIN
- 84-0518115
- Plan number
- 002
- Location
- Amherst, NY
- Participants
- 1,083
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,135,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,135,844
- Total income / additions
- -$1,328,426
- Benefits paid
- $1,820,381
- Administrative expenses
- $67,204
- Total expenses
- $1,887,585
- Net increase / (decrease)
- -$3,216,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,704 | $0 |
| Dopkins And Company Llp | ACCOUNTANT | $25,500 | not reported in the loaded dataset |