2023 Form 5500 filing — Advanced Engineering Solutions, Inc. 401(K) 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 20241007114825NAL0027344560001) for Advanced Engineering Solutions, Inc. 401(K) Retirement Savings Plan, reported by Advanced Engineering Solutions, Inc under EIN 31-1440708 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007114825NAL0027344560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Engineering Solutions, Inc
- EIN
- 31-1440708
- Plan number
- 001
- Location
- Springboro, OH
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,766,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,766,584
- Employer contributions
- $155,676
- Participant contributions
- $582,058
- Total income / additions
- $1,784,710
- Benefits paid
- $598,959
- Administrative expenses
- $39,292
- Total expenses
- $670,761
- Net increase / (decrease)
- $1,113,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $20,434 | not reported in the loaded dataset |
| First Financial Bank | NONE | $18,854 | not reported in the loaded dataset |