How big is Applied Medical Technologies, Inc.'s plan?

Applied Medical Technologies, Inc.'s plan reported $8.3M in assets and 124 participants for 2024.

Original filing (PDF)20250925045431NAL0008827664001

Applied Medical Technologies, Inc.

Name: Applied Medical Technologies, Inc. — Airclean, Form 5500 (2024)
Creator: Applied Medical Technologies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Airclean Systems 401(k) Plan

401(k) retirement plan · Applied Medical Technologies, Inc.'s Airclean Systems 401(k) Plan held $8.3M in plan assets for 124 participants in 2024, with MVP Plan Administrators, Inc. as recordkeeper.

Signals · 2

Late participant contributions40% in single holding

Active participants

124

Accounts w/ balance

190

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

SUE Fischer Dobbyn signed Applied Medical Technologies, Inc.'s 2024 Form 5500 as plan administrator.

SUE Fischer Dobbyn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Applied Medical Technologies, Inc.'s EIN is 56-1921532.

EIN 56-1921532

Plan number 001

Plan year 2024

ACK ID 20250925045431NAL0008827664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Applied Medical Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Applied Medical Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLIED MEDICAL TECHNOLOGIES, INC..

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 255K (36% of contributions).

Plan sponsor

Name

APPLIED MEDICAL TECHNOLOGIES, INC.

DBA

AIRCLEAN SYSTEMS

EIN

all filings

Address

2179 E LYON STATION RD · CREEDMOOR, NC · 27522

Phone

(919) 255-3220

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MVP PLAN ADMINISTRATORS, INC.	56-2263714	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GORDON ASSET MANAGEMENT	42-1582751	—	INVESTMENT ADVISOR	$5K	—

Investments

32 direct securities· $8.0M(96% of reported assets)

Other securities

$7.0M

20 holdings

Mutual Funds

$859K

9 holdings

Common Collective Trusts

$103K

1 holding

Common Stocks

$42K

1 holding

Agency / Mortgage-Backed

$6K

1 holding

					% of plan
American Target Date 2015 Ret R6 Mutual Fund n/a	Other securities	—	—	$3.2M	38.2%
American Target Date 2040 Ret R6 Mutual Fund n/a	Other securities	—	—	$878K	10.6%
American Target Date 2035 Ret R6 Mutual Fund n/a	Other securities	—	—	$476K	5.7%
American Target Date 2050 Ret R6 Mutual Fund n/a	Other securities	—	—	$460K	5.5%
American Target Date 2045 Ret R6 Mutual Fund n/a	Other securities	—	—	$375K	4.5%
AB Large Cap Growth Z Mutual Fund n/a	Other securities	—	—	$364K	4.4%
American Target Date 2025 Ret R6 Mutual Fund n/a	Other securities	—	—	$346K	4.2%
Lord Abbett Short Dur Income CL R6 Mutual Fund n/a	Mutual Funds	—	—	$285K	3.4%
American Target Date 2030 Ret R6 Mutual Fund n/a	Other securities	—	—	$231K	2.8%
American Target Date 2055 Ret R6 Mutual Fund n/a	Other securities	—	—	$167K	2.0%
Schwab Bank Savings Money Market Deposit Account n/a	Mutual Funds	—	—	$151K	1.8%
Vanguard Mid-Cap Value Index Adm Fd Mutual Fund n/a	Mutual Funds	—	—	$106K	1.3%
Fidelity 500 Index Fd Mutual Fund n/a	Common Collective Trusts	—	—	$103K	1.2%
Vanguard Total Bond Market Index Adm Mutual Fund n/a	Mutual Funds	—	—	$100K	1.2%
Loomis Sayles Core Plus Bond FD CL Y Mutual Fund n/a	Other securities	—	—	$100K	1.2%
American Target Date 2020 Ret R6 Mutual Fund n/a	Other securities	—	—	$85K	1.0%
PIMCO Income Fd Mutual Fund n/a	Mutual Funds	—	—	$76K	0.9%
JP Morgan Equity Income R6 Mutual Fund n/a	Other securities	—	—	$75K	0.9%
Cohen & Steers Real Estate Sec Z Mutual Fund n/a	Other securities	—	—	$68K	0.8%
Vanguard Small Cap Index Fd Mutual Fund n/a	Mutual Funds	—	—	$63K	0.8%
Blackrock Inflation Protection Bond I Mutual Fund n/a	Other securities	—	—	$58K	0.7%
Vanguard International Growth Adm Fd Mutual Fund n/a	Mutual Funds	—	—	$44K	0.5%
Goldman Sachs Int'l Equity Inc Inst Mutual Fund n/a	Common Stocks	—	—	$42K	0.5%
PGIM Jennison Global Opp TY Fd R6 Mutual Fund n/a	Other securities	—	—	$29K	0.4%
American Funds New World Ret R6 Mutual Fund n/a	Mutual Funds	—	—	$28K	0.3%
American Target Date 2060 Ret R6 Mutual Fund n/a	Other securities	—	—	$27K	0.3%
UM Funds undiscovered Mgrs Behavioral Mutual Fund n/a	Other securities	—	—	$22K	0.3%
Fuller & Thaler Behavioral Small Cap Mutual Fund n/a	Other securities	—	—	$13K	0.2%
American Target Date 2065 Ret R6 Mutual Fund n/a	Other securities	—	—	$10K	0.1%
Carillon Eagle Mid Cap Growth Fd R6 Mutual Fund n/a	Other securities	—	—	$9K	0.1%
PIMCO GNMA FD Inst'l CL Mutual Fund n/a	Agency / Mortgage-Backed	—	—	$6K	<0.1%
Fidelity Intl Index Fd Mutual Fund n/a	Mutual Funds	—	—	$5K	<0.1%