Auma Actuators, Inc. 401(K) — Form 5500 plan (Auma Actuators, 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, Auma Actuators, Inc. 401(K) is a benefit plan reported by Auma Actuators, Inc. under EIN 25-1311246 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $10,218,975 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.2MPlan net assets, end of year$10,218,975
Participants139Covered participants reported
Assets / participant$73.5KComputed: assets ÷ participants$73,518 (computed)
Provider compensation$36.3K2 Schedule C provider row(s)$36,256
Plan sponsor
Auma Actuators, Inc.
EIN
25-1311246
Plan number
001
Plan type
2
Location
Canonsburg, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241011133743NAL0021955649001
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)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$159.1K
Participant$736.9K
Full reported line items

Net assets

Total assets (EOY)
$10,218,975
Total liabilities (EOY)
$0
Net assets (EOY)
$10,218,975
Net assets (BOY)
$8,800,011

Income & contributions

Employer contributions
$159,130
Participant contributions
$736,898
Total contributions
$1,050,683
Total income / additions
$2,530,430

Expenses & distributions

Benefits paid
$1,075,210
Administrative expenses
$36,256
Total expenses
$1,111,466
Net increase / (decrease)
$1,418,964
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.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$18,485not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$17,771$02023

Related Form 5500 pages