2023 Form 5500 filing — Advanced Technology Services, 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 20241014102144NAL0014762691001) for Advanced Technology Services, Inc. 401(K) Profit Sharing Plan, reported by Advanced Technology Services, Inc. under EIN 26-1499204 and plan number 001. It reports 3,608 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014102144NAL0014762691001
Filing year
2023
Form type
2
Plan sponsor
Advanced Technology Services, Inc.
EIN
26-1499204
Plan number
001
Location
Peoria, IL
Participants
3,608
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$185,632,624
Total liabilities (EOY)
$0
Net assets (EOY)
$185,632,624
Employer contributions
$2,705,396
Participant contributions
$12,818,960
Total income / additions
$43,707,767
Benefits paid
$21,631,367
Administrative expenses
$365,092
Total expenses
$21,996,459
Net increase / (decrease)
$21,711,308
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$255,338$0
Stout Risius Ross, LLC.NONE$56,204not reported in the loaded dataset
Rsm Us Llp.NONE$28,350$0
Greatbanc Trust CompanyNONE$25,200$0

Related Form 5500 pages