2023 Form 5500 filing — Mid Atlantic Capital Group Retirement Savings Plan
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 20241010153517NAL0034627744001) for Mid Atlantic Capital Group Retirement Savings Plan, reported by Mid Atlantic Capital Group under EIN 25-1442940 and plan number 001. It reports 816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$56.8MReported net assets$56,816,459
Participants816
Provider compensation$8K1 Schedule C row(s)$8,000
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010153517NAL0034627744001
- Plan sponsor
- Mid Atlantic Capital Group
- EIN
- 25-1442940
- Plan number
- 001
- Location
- Pittsburgh, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$56.8M total assets
Net assets$56.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $56,816,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,816,459
- Employer contributions
- $1,861,106
- Participant contributions
- $6,036,228
- Total income / additions
- $19,258,268
- Benefits paid
- $2,926,035
- Administrative expenses
- $0
- Total expenses
- $2,948,742
- Net increase / (decrease)
- $16,309,526
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Pension Benefits | NONE | $8,000 | not reported in the loaded dataset |