2023 Form 5500 filing — Advanced Instruments, LLC Saving And 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 20250429140620NAL0001194034001) for Advanced Instruments, LLC Saving And Profit Sharing Plan, reported by Advanced Instruments, LLC under EIN 04-2187801 and plan number 002. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429140620NAL0001194034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Instruments, LLC
- EIN
- 04-2187801
- Plan number
- 002
- Location
- Norwood, MA
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,800,204
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,800,204
- Employer contributions
- $1,038,808
- Participant contributions
- $2,740,205
- Total income / additions
- $9,375,264
- Benefits paid
- $3,958,431
- Administrative expenses
- -$560
- Total expenses
- $3,973,447
- Net increase / (decrease)
- $5,401,817
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $56,697 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$57,257 | $0 |