Applied Laser Technologies LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Applied Laser Technologies Acq)

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 Laser Technologies LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Applied Laser Technologies Acq under EIN 87-3300358 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $2,481,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applied Laser Technologies Acq
EIN
87-3300358
Plan number
001
Plan type
2
Location
Schofield, WI
Latest filing year
2023
Participants
162
End-of-year plan assets
$2,481,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240913122913NAL0019716706001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,481,833
Total liabilities (EOY)
$0
Net assets (EOY)
$2,481,833
Net assets (BOY)
$2,120,376

Income & contributions

Employer contributions
$139,743
Participant contributions
$233,411
Total contributions
$373,154
Total income / additions
$718,808

Expenses & distributions

Benefits paid
$338,911
Administrative expenses
$18,440
Total expenses
$357,351
Net increase / (decrease)
$361,457

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Levelized Compensation AdvisorINVESTMENT ADVISORY$11,192not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$6,801not reported in the loaded dataset2023

Related Form 5500 pages