Atc Individual Account Pension Plan — Form 5500 plan (Atc Management Inc)
Plain-English plan 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, Atc Individual Account Pension Plan is a benefit plan reported by Atc Management Inc under EIN 39-1999363 and plan number 002. The latest loaded filing year is 2023. The filing reports 713 participants and $75,885,328 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atc Management Inc
- EIN
- 39-1999363
- Plan number
- 002
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 713
- End-of-year plan assets
- $75,885,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 713 | H, C | 20250807075803NAL0002076291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,885,328
- Total liabilities (EOY)
- $35
- Net assets (EOY)
- $75,885,293
- Net assets (BOY)
- $66,325,085
Income & contributions
- Employer contributions
- $3,753,438
- Participant contributions
- $0
- Total contributions
- $3,753,438
- Total income / additions
- $15,485,563
Expenses & distributions
- Benefits paid
- $5,817,501
- Administrative expenses
- $107,854
- Total expenses
- $5,925,355
- Net increase / (decrease)
- $9,560,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,223 | $0 | 2023 |
| Hewitt Ennisknupp | INVESTMENT ADVISOR | $18,128 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,525 | not reported in the loaded dataset | 2023 |