American Truetzschler, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, American Truetzschler, Inc. (EIN 56-0932757) is a plan sponsor located in Charlotte, NC with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-0932757
Location
Charlotte, NC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for American Truetzschler, Inc.

  • 3 loaded plans hold $13.9M in reported assets.
  • The largest, American Truetzschler, Inc. Profit Sharing And Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 319 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.9MSummed across loaded plans$13,853,060
Total reported assets$13.9M$13,853,060
Total reported participants319
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$13.9M total assets
Net assets$13.9MLiabilities
Contributions & income
Employer contributions$368.7K
Participant contributions$737.4K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$308.9K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%American Truetzschler, Inc. Profit Sharing And Retirement Savings Plan
Participants per plan106Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    American Truetzschler, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 99 participants · 2023
  3. 3
    American Truetzschler, Inc. Group Life Plannot reported in the loaded dataset
    Plan #502 · 99 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for American Truetzschler, Inc.. Open one for its full reported snapshot.

  1. 2023
    American Truetzschler, Inc. Profit Sharing And Retirement Savings Plan121 participants · 2Sch HSch C
    View filing →
  2. 2023
    American Truetzschler, Inc. Employee Benefit Plan99 participants · 2No schedules
    View filing →
  3. 2023
    American Truetzschler, Inc. Group Life Plan99 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does American Truetzschler, Inc. report on Form 5500?
American Truetzschler, Inc. (EIN 56-0932757) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for American Truetzschler, Inc.?
The Employer Identification Number (EIN) reported for American Truetzschler, Inc. is 56-0932757.
What is the latest Form 5500 filing year for American Truetzschler, Inc.?
The latest loaded Form 5500 filing year for American Truetzschler, Inc. is 2023.

Related Form 5500 pages