Advantech Corporation 401(K) Plan — Form 5500 plan (Advantech 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, Advantech Corporation 401(K) Plan is a benefit plan reported by Advantech Corporation under EIN 68-0144624 and plan number 001. The latest loaded filing year is 2023. The filing reports 705 participants and $76,866,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advantech Corporation
- EIN
- 68-0144624
- Plan number
- 001
- Plan type
- 2
- Location
- Milpitas, CA
- Latest filing year
- 2023
- Participants
- 705
- End-of-year plan assets
- $76,866,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 705 | H, C | 20240821132832NAL0001993235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,866,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,866,523
- Net assets (BOY)
- $62,483,367
Income & contributions
- Employer contributions
- $1,098,144
- Participant contributions
- $4,837,757
- Total contributions
- $6,177,976
- Total income / additions
- $17,501,331
Expenses & distributions
- Benefits paid
- $3,085,086
- Administrative expenses
- $33,089
- Total expenses
- $3,118,175
- Net increase / (decrease)
- $14,383,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $18,853 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$25,764 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advantech Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Milpitas, CA
- Global Retirement Partners, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation