2023 Form 5500 filing — Atlantic Tool & Die Company 401k Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008145104NAL0035090770001) for Atlantic Tool & Die Company 401k Plan And Trust, reported by Atlantic Tool & Die Company under EIN 34-0680903 and plan number 002. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008145104NAL0035090770001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlantic Tool & Die Company
- EIN
- 34-0680903
- Plan number
- 002
- Location
- Strongsville, OH
- Participants
- 376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,611,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,611,148
- Employer contributions
- $478,723
- Participant contributions
- $1,300,842
- Total income / additions
- $4,161,498
- Benefits paid
- $851,242
- Administrative expenses
- $83,882
- Total expenses
- $941,282
- Net increase / (decrease)
- $3,220,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,443 | $0 |
| Ubs Financial Services Inc | ADVISOR | $37,439 | not reported in the loaded dataset |