2023 Form 5500 filing — American Truetzschler, Inc. Profit Sharing And 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 20241014153321NAL0026583713005) for American Truetzschler, Inc. Profit Sharing And Retirement Savings Plan, reported by American Truetzschler, Inc. under EIN 56-0932757 and plan number 001. It reports 121 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)$13.9MReported net assets$13,853,060
Participants121
Provider compensation$35K1 Schedule C row(s)$34,999
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014153321NAL0026583713005
Plan sponsor
American Truetzschler, Inc.
EIN
56-0932757
Plan number
001
Location
Charlotte, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$13.9M total assets
Net assets$13.9MLiabilities
Money in vs. money out
Total income / additions$2.7M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$368.7K
Participant$737.4K
Full reported line items
Total assets (EOY)
$13,853,060
Net assets (EOY)
$13,853,060
Employer contributions
$368,724
Participant contributions
$737,448
Total income / additions
$2,737,339
Benefits paid
$2,393,365
Administrative expenses
$35,037
Total expenses
$2,428,402
Net increase / (decrease)
$308,937
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMNINISTRATOR · Direct $35K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014153321NAL0026583713005 cover?
It is the 2023 Form 5500 filing for American Truetzschler, Inc. Profit Sharing And Retirement Savings Plan, reported by American Truetzschler, Inc. (EIN 56-0932757).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages