2023 Form 5500 filing — Applied Imaging Systems Inc. 401(K) 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 20241011143135NAL0043994818001) for Applied Imaging Systems Inc. 401(K) Profit Sharing Plan, reported by Lowery Corporation under EIN 38-2722889 and plan number 001. It reports 549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143135NAL0043994818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lowery Corporation
- EIN
- 38-2722889
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,621,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,621,068
- Employer contributions
- $974,487
- Participant contributions
- $2,288,085
- Total income / additions
- $7,914,288
- Benefits paid
- $2,225,011
- Administrative expenses
- $96,713
- Total expenses
- $2,321,724
- Net increase / (decrease)
- $5,592,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $66,978 | not reported in the loaded dataset |
| Beene Garter, A Doeren Mayhew Firm | TPA | $22,960 | not reported in the loaded dataset |
| Monroe, Sweeris & Tromp Plc | AUDITOR | $5,400 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv. | RECORDKEEPER | $1,375 | $0 |