2023 Form 5500 filing — Aechelon Technology 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 20241010171211NAL0011766979001) for Aechelon Technology 401(K) Plan, reported by Aechelon Technology, Inc. under EIN 77-0493667 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010171211NAL0011766979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aechelon Technology, Inc.
- EIN
- 77-0493667
- Plan number
- 001
- Location
- South San Francisco, CA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,704,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,704,697
- Employer contributions
- $926,388
- Participant contributions
- $1,771,120
- Total income / additions
- $8,253,345
- Benefits paid
- $85,474
- Administrative expenses
- $2,519
- Total expenses
- $87,993
- Net increase / (decrease)
- $8,165,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Purshe Kaplan Sterling Inv | ADVISOR | $0 | $68,414 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,519 | $0 |