2023 Form 5500 filing — Atc Individual Account Pension 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 20250807075803NAL0002076291001) for Atc Individual Account Pension Plan, reported by Atc Management Inc under EIN 39-1999363 and plan number 002. It reports 713 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250807075803NAL0002076291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atc Management Inc
- EIN
- 39-1999363
- Plan number
- 002
- Location
- Waukesha, WI
- Participants
- 713
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,885,328
- Total liabilities (EOY)
- $35
- Net assets (EOY)
- $75,885,293
- Employer contributions
- $3,753,438
- Participant contributions
- $0
- Total income / additions
- $15,485,563
- Benefits paid
- $5,817,501
- Administrative expenses
- $107,854
- Total expenses
- $5,925,355
- Net increase / (decrease)
- $9,560,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,223 | $0 |
| Hewitt Ennisknupp | INVESTMENT ADVISOR | $18,128 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,525 | not reported in the loaded dataset |