Plan Ledger DOL Form 5500 · updated monthly

A Technological Advantage, Inc.ESOP

A TECHNOLOGICAL ADVANTAGE, INC. EMPLOYEE STOCK OWNERSHIP PLAN · LOUISVILLE, KY · plan year 2024

Employer contribution per participant · 2024
$1,017

A Technological Advantage, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $1,381,057 across 152 participant accounts, with employer contributions averaging $1,017 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Kentucky (800th of 871), and 11,106th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,381,057
Participants with balances152
Active participants152
Employer contributions$154,635
Employee contributions—
Employer contribution per active participant$1,017
Average account balance$9,086
Plan auditDisclaimer of opinion
AuditorSIKICH, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 152 accts · $155K emplr
2023$1.4M · 152 accts · $178K emplr
2022$-362K · 244 accts · $89K emplr
Employer contributions to the A Technological Advantage, Inc. plan · 2024
Employer contribution per active participant$1,017
Median for plans this size$1,313
2024$1,017 per active participant
2023$1,170 per active participant
2022$587 per active participant

A Technological Advantage, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023$1,282 · 0.25%
2022Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 611264337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.