Adept Fasteners, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Adept Fasteners, 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, Adept Fasteners, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Adept Fasteners, Inc. under EIN 20-0521369 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $26,201,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adept Fasteners, Inc.
- EIN
- 20-0521369
- Plan number
- 001
- Plan type
- 2
- Location
- Valencia, CA
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $26,201,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241003184614NAL0010351905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,201,221
- Net assets (EOY)
- $26,201,221
- Net assets (BOY)
- $20,558,671
Income & contributions
- Employer contributions
- $633,541
- Participant contributions
- $1,498,185
- Total contributions
- $3,173,441
- Total income / additions
- $6,705,878
Expenses & distributions
- Benefits paid
- $1,025,672
- Administrative expenses
- $33,318
- Total expenses
- $1,063,328
- Net increase / (decrease)
- $5,642,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT AD R | $37,188 | $0 | 2023 |
| Pension Profit Sharing Services Inc | CONTRACT ADMI N | $15,363 | $0 | 2023 |
| Bpm Llp | AUDITOR | $10,165 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MNG | $7,097 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Adept Fasteners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Valencia, CA
- Morgan Stanley — Schedule C compensation
- Pension Profit Sharing Services Inc — Schedule C compensation
- Bpm Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation