Autel Us Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Autel Us 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, Autel Us Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Autel Us Inc under EIN 45-2320063 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $2,968,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Autel Us Inc
- EIN
- 45-2320063
- Plan number
- 001
- Plan type
- 2
- Location
- Port Washington, NY
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $2,968,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241122161616NAL0001900849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,968,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,968,753
- Net assets (BOY)
- $1,887,743
Income & contributions
- Employer contributions
- $199,449
- Participant contributions
- $703,147
- Total contributions
- $967,694
- Total income / additions
- $1,406,855
Expenses & distributions
- Benefits paid
- $275,819
- Administrative expenses
- $35,767
- Total expenses
- $325,845
- Net increase / (decrease)
- $1,081,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $14,081 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $8,563 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking Opera | ADVISOR | $8,159 | not reported in the loaded dataset | 2023 |