Applied Imaging Systems Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lowery Corporation)
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, Applied Imaging Systems Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lowery Corporation under EIN 38-2722889 and plan number 001. The latest loaded filing year is 2023. The filing reports 549 participants and $26,621,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lowery Corporation
- EIN
- 38-2722889
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 549
- End-of-year plan assets
- $26,621,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 549 | H, C | 20241011143135NAL0043994818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,621,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,621,068
- Net assets (BOY)
- $21,028,504
Income & contributions
- Employer contributions
- $974,487
- Participant contributions
- $2,288,085
- Total contributions
- $4,107,646
- Total income / additions
- $7,914,288
Expenses & distributions
- Benefits paid
- $2,225,011
- Administrative expenses
- $96,713
- Total expenses
- $2,321,724
- Net increase / (decrease)
- $5,592,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $66,978 | not reported in the loaded dataset | 2023 |
| Beene Garter, A Doeren Mayhew Firm | TPA | $22,960 | not reported in the loaded dataset | 2023 |
| Monroe, Sweeris & Tromp Plc | AUDITOR | $5,400 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv. | RECORDKEEPER | $1,375 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lowery Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Robert W Baird & Co Incorporated — Schedule C compensation
- Beene Garter, A Doeren Mayhew Firm — Schedule C compensation
- Monroe, Sweeris & Tromp Plc — Schedule C compensation
- Capital Group Retirement Plan Serv. — Schedule C compensation