Advanced Technology Systems Group 401(K) Plan — Form 5500 plan (Advanced Technology Systems Group, 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, Advanced Technology Systems Group 401(K) Plan is a benefit plan reported by Advanced Technology Systems Group, LLC under EIN 86-1958559 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $26,336,760 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Technology Systems Group, LLC
EIN
86-1958559
Plan number
001
Plan type
2
Location
Troy, MI
Latest filing year
2023
Participants
404
End-of-year plan assets
$26,336,760

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023404H, C20241015140008NAL0056524450001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,336,760
Total liabilities (EOY)
$0
Net assets (EOY)
$26,336,760
Net assets (BOY)
$19,703,177

Income & contributions

Employer contributions
$1,889,136
Participant contributions
$2,900,267
Total contributions
$5,647,291
Total income / additions
$9,317,579

Expenses & distributions

Benefits paid
$2,580,060
Administrative expenses
$103,936
Total expenses
$2,683,996
Net increase / (decrease)
$6,633,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M Holdings Securities, Inc.RETAINED BY EMPLOYER$55,646not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$55,059$02023

Related Form 5500 pages