2023 Form 5500 filing — Antenna Research, 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 20241014153346NAL0046615904001) for Antenna Research, Inc. 401(K) Plan, reported by Antenna Research Associates, Inc. under EIN 52-0784035 and plan number 101. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153346NAL0046615904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Antenna Research Associates, Inc.
- EIN
- 52-0784035
- Plan number
- 101
- Location
- Laurel, MD
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,530,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,530,284
- Employer contributions
- $500,545
- Participant contributions
- $1,664,576
- Total income / additions
- $6,331,833
- Benefits paid
- $1,320,209
- Administrative expenses
- $60,655
- Total expenses
- $1,383,153
- Net increase / (decrease)
- $4,948,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rocaton Investment Advisors LLC | ADVISOR | $26,511 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,644 | $0 |
| Coulter & Justus, P.C. | ACCOUNTANT/AUDITOR | $11,500 | not reported in the loaded dataset |