Daniel Lechelt signed Advanced Process Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Process Technologies, Inc.'s EIN is 42-1497050.
Download the official 2024 Form 5500 (PDF) for Advanced Process Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Process Technologies, Inc.'s plan includes profit-sharing, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOULAY FINANCIAL ADVISORS LLC | 41-1994547 | — | FINANCIAL ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Unallocated – 204,000 shares | Other securities | — | $2.7M | $43.2M | 67.7% | |
| Allocated – 96,000 shares | Other securities | — | $1.2M | $20.3M | 31.9% | |
| Village Bank & Trust, Charles Schwab Cash and cash equivalents, interest bearing | Mutual Funds | — | $281K | $281K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
