Applied Technical Services, 401(K) Plan — Form 5500 plan (Applied Technical Services, 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, Applied Technical Services, 401(K) Plan is a benefit plan reported by Applied Technical Services, LLC under EIN 58-0976776 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,741 participants and $92,735,974 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applied Technical Services, LLC
EIN
58-0976776
Plan number
001
Plan type
2
Location
Marietta, GA
Latest filing year
2023
Participants
1,741
End-of-year plan assets
$92,735,974

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,741H, C20241014152403NAL0013529219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,735,974
Total liabilities (EOY)
$0
Net assets (EOY)
$92,735,974
Net assets (BOY)
$71,126,778

Income & contributions

Employer contributions
$2,802,133
Participant contributions
$9,053,197
Total contributions
$15,721,284
Total income / additions
$27,820,542

Expenses & distributions

Benefits paid
$5,830,877
Administrative expenses
$334,534
Total expenses
$6,211,346
Net increase / (decrease)
$21,609,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$213,615not reported in the loaded dataset2023
Lpl FinancialINVESTMENT ADVISOR$94,251not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$26,668$02023

Related Form 5500 pages