2023 Form 5500 filing — Autel Us Inc 401(K) Profit Sharing Plan & Trust
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 20241122161616NAL0001900849001) for Autel Us Inc 401(K) Profit Sharing Plan & Trust, reported by Autel Us Inc under EIN 45-2320063 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122161616NAL0001900849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Autel Us Inc
- EIN
- 45-2320063
- Plan number
- 001
- Location
- Port Washington, NY
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,968,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,968,753
- Employer contributions
- $199,449
- Participant contributions
- $703,147
- Total income / additions
- $1,406,855
- Benefits paid
- $275,819
- Administrative expenses
- $35,767
- Total expenses
- $325,845
- Net increase / (decrease)
- $1,081,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $14,081 | not reported in the loaded dataset |
| 401k Generation | CONTRACT ADMINISTRATOR | $8,563 | not reported in the loaded dataset |
| Morgan Stanley Global Banking Opera | ADVISOR | $8,159 | not reported in the loaded dataset |