Aquaphoenix Scientific 401(K) Plan — Form 5500 plan (Aquaphoenix Scientific, LLC)
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, Aquaphoenix Scientific 401(K) Plan is a benefit plan reported by Aquaphoenix Scientific, LLC under EIN 23-3058449 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $12,827,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aquaphoenix Scientific, LLC
- EIN
- 23-3058449
- Plan number
- 001
- Plan type
- 2
- Location
- Hanover, PA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $12,827,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240828173035NAL0012082721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,827,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,827,164
- Net assets (BOY)
- $10,511,570
Income & contributions
- Employer contributions
- $517,599
- Participant contributions
- $921,551
- Total contributions
- $1,461,989
- Total income / additions
- $3,620,147
Expenses & distributions
- Benefits paid
- $1,230,788
- Administrative expenses
- $69,367
- Total expenses
- $1,304,553
- Net increase / (decrease)
- $2,315,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $41,113 | $0 | 2023 |
| Pa Retirement Solutions Inc | CONTRACT ADMIN | $6,100 | $10,000 | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $14,301 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aquaphoenix Scientific, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hanover, PA
- Empower Annuity Ins. Co Of America — Schedule C compensation
- Pa Retirement Solutions Inc — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation