Air Treatment 401(K) Plan — Form 5500 plan (Air Treatment 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, Air Treatment 401(K) Plan is a benefit plan reported by Air Treatment Corporation under EIN 95-4267892 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $30,133,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Air Treatment Corporation
- EIN
- 95-4267892
- Plan number
- 001
- Plan type
- 2
- Location
- Brea, CA
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $30,133,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241002140221NAL0008880241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,133,429
- Net assets (EOY)
- $30,133,429
- Net assets (BOY)
- $24,311,944
Income & contributions
- Participant contributions
- $2,176,034
- Total contributions
- $2,219,470
- Total income / additions
- $6,698,929
Expenses & distributions
- Benefits paid
- $787,358
- Administrative expenses
- $90,086
- Total expenses
- $877,444
- Net increase / (decrease)
- $5,821,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $50,118 | $0 | 2023 |
| Lpl Financial Corporation | ADVISORY | $39,968 | not reported in the loaded dataset | 2023 |