Aquatic Technologies, Inc. Employees 401k Plan — Form 5500 plan (Hart Brothers Construction Dba Aquatic Technologies)

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, Aquatic Technologies, Inc. Employees 401k Plan is a benefit plan reported by Hart Brothers Construction Dba Aquatic Technologies under EIN 33-0778866 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $4,728,981 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hart Brothers Construction Dba Aquatic Technologies
EIN
33-0778866
Plan number
001
Plan type
2
Location
San Juan Capistrano, CA
Latest filing year
2023
Participants
159
End-of-year plan assets
$4,728,981

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20250530150708NAL0005318163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,728,981
Total liabilities (EOY)
$0
Net assets (EOY)
$4,728,981
Net assets (BOY)
$3,591,151

Income & contributions

Employer contributions
$146,209
Participant contributions
$363,594
Total contributions
$514,087
Total income / additions
$1,179,500

Expenses & distributions

Benefits paid
$14,169
Administrative expenses
$27,501
Total expenses
$41,670
Net increase / (decrease)
$1,137,830

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sackett Financial AdvisorsFINANCIAL ADVISOR$21,519not reported in the loaded dataset2023
American FundsRECORDKEEPER$500$02023

Related Form 5500 pages