Amada Weld Tech Inc. 401(K) Plan And Trust — Form 5500 plan (Amada Weld Tech 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, Amada Weld Tech Inc. 401(K) Plan And Trust is a benefit plan reported by Amada Weld Tech Inc. under EIN 95-4495613 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $40,864,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amada Weld Tech Inc.
- EIN
- 95-4495613
- Plan number
- 001
- Plan type
- 2
- Location
- Monrovia, CA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $40,864,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240911174017NAL0007421713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,864,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,864,391
- Net assets (BOY)
- $34,902,428
Income & contributions
- Employer contributions
- $656,418
- Participant contributions
- $1,518,625
- Total contributions
- $2,234,124
- Total income / additions
- $7,751,770
Expenses & distributions
- Benefits paid
- $1,656,584
- Administrative expenses
- $81,437
- Total expenses
- $1,789,807
- Net increase / (decrease)
- $5,961,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar | SERVICE PROVIDER | $0 | $13,907 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $13,907 | 2023 |
| Mike Fine | SERVICE PROVIDER | $11,250 | not reported in the loaded dataset | 2023 |
| Grp Financial | SERVICE PROVIDER | $9,570 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $8,486 | not reported in the loaded dataset | 2023 |
| Truog-Ryding Company Inc | SERVICE PROVIDER | $7,962 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amada Weld Tech Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Monrovia, CA
- Morningstar — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Mike Fine — Schedule C compensation
- Grp Financial — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation
- Truog-Ryding Company Inc — Schedule C compensation