Ai Signal Research, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ai Signal Research, 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, Ai Signal Research, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ai Signal Research, Inc. under EIN 63-1022675 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $32,775,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ai Signal Research, Inc.
- EIN
- 63-1022675
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $32,775,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20240729092700NAL0012368131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,775,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,775,995
- Net assets (BOY)
- $29,692,549
Income & contributions
- Employer contributions
- $745,377
- Participant contributions
- $1,533,100
- Total contributions
- $2,316,051
- Total income / additions
- $6,537,091
Expenses & distributions
- Benefits paid
- $3,340,310
- Administrative expenses
- $113,335
- Total expenses
- $3,453,645
- Net increase / (decrease)
- $3,083,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $67,452 | $12,518 | 2023 |
| True Wealth Advisors ,LLC | NONE | $37,616 | not reported in the loaded dataset | 2023 |
| Concourse Financial Group Securitie | NONE | $8,267 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ai Signal Research, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Huntsville, AL
- Stancorp Financial Group — Schedule C compensation
- True Wealth Advisors ,LLC — Schedule C compensation
- Concourse Financial Group Securitie — Schedule C compensation