2023 Form 5500 filing — Atc Drivetrain, LLC Retirement 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 20241022142304NAL0002520385001) for Atc Drivetrain, LLC Retirement Plan, reported by Atc Drivetrain, LLC under EIN 90-0857545 and plan number 001. It reports 1,033 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022142304NAL0002520385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atc Drivetrain, LLC
- EIN
- 90-0857545
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 1,033
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,690,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,690,506
- Employer contributions
- $1,084,153
- Participant contributions
- $2,198,921
- Total income / additions
- $8,553,540
- Benefits paid
- $2,648,185
- Administrative expenses
- $137,728
- Total expenses
- $2,853,554
- Net increase / (decrease)
- $5,699,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $82,846 | $0 |
| Mercer Investment Management, Inc. | INVESTMENT/FINANCIAL ADVI | $45,167 | $0 |
| Baker Tilly Virchow Krause, Llp | ACCOUNTANT | $9,712 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |