Advanced Motion Controls 401(K) Plan — Form 5500 plan (Barta - Schoenewald, Inc. Dba Advanced Motion Controls)

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 Motion Controls 401(K) Plan is a benefit plan reported by Barta - Schoenewald, Inc. Dba Advanced Motion Controls under EIN 95-4188955 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $16,254,315 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barta - Schoenewald, Inc. Dba Advanced Motion Controls
EIN
95-4188955
Plan number
001
Plan type
2
Location
Camarillo, CA
Latest filing year
2023
Participants
156
End-of-year plan assets
$16,254,315

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20240814111404NAL0025370802001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,254,315
Total liabilities (EOY)
$0
Net assets (EOY)
$16,254,315
Net assets (BOY)
$14,060,976

Income & contributions

Employer contributions
$240,058
Participant contributions
$1,017,624
Total contributions
$1,257,682
Total income / additions
$3,695,788

Expenses & distributions

Benefits paid
$1,475,056
Administrative expenses
$21,129
Total expenses
$1,502,449
Net increase / (decrease)
$2,193,339

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James And Associates, Inc.INVESTMENT ADVISOR$20,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$2,758$02023

Related Form 5500 pages