2023 Form 5500 filing — Advanced Technology & Research Corp. 401(K) Retirement 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 20241015170940NAL0049067920001) for Advanced Technology & Research Corp. 401(K) Retirement Plan, reported by Advanced Technology & Research Corp. under EIN 52-0977059 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170940NAL0049067920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Technology & Research Corp.
- EIN
- 52-0977059
- Plan number
- 001
- Location
- Beltsville, MD
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,978,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,978,414
- Employer contributions
- $263,834
- Participant contributions
- $935,699
- Total income / additions
- $5,814,478
- Benefits paid
- $2,625,325
- Administrative expenses
- $19,763
- Total expenses
- $2,646,169
- Net increase / (decrease)
- $3,168,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bdo Usa, P.C | AUDITOR | $18,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,263 | $0 |