Advanced Atomization Technologies Savings Plan — Form 5500 plan (Advanced Atomization Technologies, 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, Advanced Atomization Technologies Savings Plan is a benefit plan reported by Advanced Atomization Technologies, LLC under EIN 35-2455703 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $39,336,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Atomization Technologies, LLC
EIN
35-2455703
Plan number
001
Plan type
2
Location
Clyde, NY
Latest filing year
2023
Participants
363
End-of-year plan assets
$39,336,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20240828063356NAL0006662499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,336,507
Total liabilities (EOY)
$19,620
Net assets (EOY)
$39,316,887
Net assets (BOY)
$30,942,496

Income & contributions

Employer contributions
$2,089,474
Participant contributions
$1,790,351
Total contributions
$4,483,596
Total income / additions
$10,872,374

Expenses & distributions

Benefits paid
$2,422,694
Administrative expenses
$75,289
Total expenses
$2,497,983
Net increase / (decrease)
$8,374,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forte Capital LLCADVISOR$48,376not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$7,293$02023

Related Form 5500 pages