2023 Form 5500 filing — Automation-X Corporation Employee 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 20241011145323NAL0039092432001) for Automation-X Corporation Employee Stock Ownership Plan, reported by Automation-X Corporation under EIN 14-1871808 and plan number 001. It reports 69 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$834.1KReported net assets-$834,087
Participants69
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011145323NAL0039092432001
Plan sponsor
Automation-X Corporation
EIN
14-1871808
Plan number
001
Location
Fort Collins, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$60.9K total assets
Net assets-$834.1KLiabilities$895K
Money in vs. money out
Total income / additions$83.7K
Total expenses$40.3K
Benefits paid / distributions$0
Contributions
Employer$72.7K
Participant$0
Full reported line items
Total assets (EOY)
$60,909
Total liabilities (EOY)
$894,996
Net assets (EOY)
-$834,087
Employer contributions
$72,687
Participant contributions
$0
Total income / additions
$83,687
Benefits paid
$0
Administrative expenses
$0
Total expenses
$40,342
Net increase / (decrease)
$43,345

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011145323NAL0039092432001 cover?
It is the 2023 Form 5500 filing for Automation-X Corporation Employee Stock Ownership Plan, reported by Automation-X Corporation (EIN 14-1871808).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages