Advanced Testing Laboratory 401k Plan — Form 5500 plan (Advanced Testing Laboratory, 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 Testing Laboratory 401k Plan is a benefit plan reported by Advanced Testing Laboratory, Inc. under EIN 31-1217849 and plan number 001. The latest loaded filing year is 2023. The filing reports 668 participants and $7,392,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Testing Laboratory, Inc.
- EIN
- 31-1217849
- Plan number
- 001
- Plan type
- 2
- Location
- Blue Ash, OH
- Latest filing year
- 2023
- Participants
- 668
- End-of-year plan assets
- $7,392,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 668 | H, C | 20251111155610NAL0005276065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,392,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,392,693
- Net assets (BOY)
- $6,750,048
Income & contributions
- Employer contributions
- $120,401
- Participant contributions
- $1,113,857
- Total contributions
- $1,254,229
- Total income / additions
- $2,397,643
Expenses & distributions
- Benefits paid
- $1,669,812
- Administrative expenses
- $85,186
- Total expenses
- $1,754,998
- Net increase / (decrease)
- $642,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pai | TPA | $29,033 | not reported in the loaded dataset | 2023 |
| Prospera Financial Services | INVESTOR ADVISOR | $26,893 | not reported in the loaded dataset | 2023 |
| Pai Trust | NONE | $13,606 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $9,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Testing Laboratory, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Blue Ash, OH
- Pai — Schedule C compensation
- Prospera Financial Services — Schedule C compensation
- Pai Trust — Schedule C compensation
- Ascensus LLC — Schedule C compensation