2023 Form 5500 filing — Akrion Technologies, Inc. 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 20241007140109NAL0008940451001) for Akrion Technologies, Inc. 401(K) Plan, reported by Akrion Technologies, Inc. under EIN 82-2774740 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007140109NAL0008940451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Akrion Technologies, Inc.
- EIN
- 82-2774740
- Plan number
- 001
- Location
- Allentown, PA
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,288,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,288,942
- Employer contributions
- $178,347
- Participant contributions
- $816,756
- Total income / additions
- $3,552,255
- Benefits paid
- $1,607,192
- Administrative expenses
- $20,033
- Total expenses
- $1,631,807
- Net increase / (decrease)
- $1,920,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valley Forge Pension Management | THIRD PARTY ADMINISTRATO | $0 | $8,648 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,027 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |