Advanced Industrial Services, Inc. 401(K) Plan — Form 5500 plan (Advanced Industrial Services, 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, Advanced Industrial Services, Inc. 401(K) Plan is a benefit plan reported by Advanced Industrial Services, Inc. under EIN 23-2308981 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $11,214,240 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.2MPlan net assets, end of year$11,214,240
Participants154Covered participants reported
Assets / participant$72.8KComputed: assets ÷ participants$72,820 (computed)
Provider compensation$43.7K4 Schedule C provider row(s)$43,744
- Plan sponsor
- Advanced Industrial Services, Inc.
- EIN
- 23-2308981
- Plan number
- 001
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240722095738NAL0006251443001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,214,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,214,240
- Net assets (BOY)
- $9,680,766
Income & contributions
- Employer contributions
- $240,178
- Participant contributions
- $683,236
- Total contributions
- $1,190,142
- Total income / additions
- $2,785,353
Expenses & distributions
- Benefits paid
- $1,203,392
- Administrative expenses
- $43,808
- Total expenses
- $1,251,879
- Net increase / (decrease)
- $1,533,474
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $18,925 | $0 | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $14,732 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions, Inc. | CONTRACT ADMIN | $7,144 | not reported in the loaded dataset | 2023 |
| Lpl Financial, LLC | INVESTMENT ADVISOR | $2,943 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Industrial Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Lpl Financial, LLC — Schedule C compensation