Amatrol. Inc. 401(K) Plan — Form 5500 plan (Amatrol, 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, Amatrol. Inc. 401(K) Plan is a benefit plan reported by Amatrol, Inc. under EIN 35-1513627 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $15,034,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amatrol, Inc.
EIN
35-1513627
Plan number
001
Plan type
2
Location
Jeffersonville, IN
Latest filing year
2023
Participants
148
End-of-year plan assets
$15,034,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20241003082735NAL0005584483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,034,468
Total liabilities (EOY)
$0
Net assets (EOY)
$15,034,468
Net assets (BOY)
$12,057,713

Income & contributions

Employer contributions
$175,820
Participant contributions
$835,787
Total contributions
$1,011,607
Total income / additions
$3,489,269

Expenses & distributions

Benefits paid
$477,556
Administrative expenses
$34,958
Total expenses
$512,514
Net increase / (decrease)
$2,976,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harding Shymanski & Company, PscCONTRACT ADMIN$34,758not reported in the loaded dataset2023
Capital Group Retire Plan ServicesRECORDKEEPER$200$02023

Related Form 5500 pages