2023 Form 5500 filing — Bctgm Atlantic Profit Sharing Fund
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 20241015185832NAL0029440065003) for Bctgm Atlantic Profit Sharing Fund, reported by Bctgm Atlantic Profit Sharing Fund under EIN 23-2972313 and plan number 001. It reports 2,626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185832NAL0029440065003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bctgm Atlantic Profit Sharing Fund
- EIN
- 23-2972313
- Plan number
- 001
- Location
- Horsham, PA
- Participants
- 2,626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,153,665
- Total liabilities (EOY)
- $38,079
- Net assets (EOY)
- $39,115,586
- Employer contributions
- $1,547,211
- Participant contributions
- $1,199,915
- Total income / additions
- $9,290,809
- Benefits paid
- $3,108,275
- Administrative expenses
- $362,953
- Total expenses
- $3,501,670
- Net increase / (decrease)
- $5,789,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $197,758 | $0 |
| Cadaret Grant & Company | INVESTMENT ADVISOR | $76,614 | not reported in the loaded dataset |
| Abato, Rubenstein And Abato, P.A. | LEGAL | $15,000 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $15,000 | not reported in the loaded dataset |
| Madison Consulting Group | ADMINISTRATOR | $12,000 | not reported in the loaded dataset |
| Diplomat Beach Resort By Hilton | PLAN ADMINISTRATOR | $8,750 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |