Adams Thermal Systems Retirement Savings Plan — Form 5500 plan (Adams Thermal Systems Inc.)
Plain-English plan 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, Adams Thermal Systems Retirement Savings Plan is a benefit plan reported by Adams Thermal Systems Inc. under EIN 20-0386781 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $14,414,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adams Thermal Systems Inc.
- EIN
- 20-0386781
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, SD
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $14,414,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240926101915NAL0000301507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,414,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,414,019
- Net assets (BOY)
- $12,777,625
Income & contributions
- Employer contributions
- $448,730
- Participant contributions
- $935,065
- Total contributions
- $1,431,346
- Total income / additions
- $3,428,767
Expenses & distributions
- Benefits paid
- $1,730,618
- Administrative expenses
- $61,755
- Total expenses
- $1,792,373
- Net increase / (decrease)
- $1,636,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Visionpoint Advisory Group | ADVISOR | $33,174 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,245 | $0 | 2023 |
| Eide Bailly | ACCOUNTANT/AUDITOR | $8,336 | not reported in the loaded dataset | 2023 |