Advanced Energy Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Advanced Energy Industries, 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, Advanced Energy Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Advanced Energy Industries, Inc. under EIN 84-0846841 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,702 participants and $228,672,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Energy Industries, Inc.
- EIN
- 84-0846841
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 1,702
- End-of-year plan assets
- $228,672,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,702 | H, C | 20240918122041NAL0004312769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,672,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $228,672,514
- Net assets (BOY)
- $197,282,337
Income & contributions
- Employer contributions
- $5,056,707
- Participant contributions
- $12,971,269
- Total contributions
- $20,433,151
- Total income / additions
- $57,324,423
Expenses & distributions
- Benefits paid
- $25,766,408
- Administrative expenses
- $140,159
- Total expenses
- $25,934,246
- Net increase / (decrease)
- $31,390,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,207 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $44,202 | not reported in the loaded dataset | 2023 |
| First Western Trust Bank | CONSULTANT | $33,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Energy Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- First Western Trust Bank — Schedule C compensation