Advanced Technology International 403(B) Retirement Plan — Form 5500 plan (Advanced Technology International)
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 Technology International 403(B) Retirement Plan is a benefit plan reported by Advanced Technology International under EIN 57-1067151 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $48,906,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Technology International
- EIN
- 57-1067151
- Plan number
- 001
- Plan type
- 2
- Location
- Summerville, SC
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $48,906,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20240614072212NAL0064876818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,906,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,906,821
- Net assets (BOY)
- $38,828,293
Income & contributions
- Employer contributions
- $2,281,290
- Participant contributions
- $2,803,323
- Total contributions
- $6,099,471
- Total income / additions
- $13,198,228
Expenses & distributions
- Benefits paid
- $3,083,730
- Administrative expenses
- $35,970
- Total expenses
- $3,119,700
- Net increase / (decrease)
- $10,078,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,969 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |