A. C. And T. Co. Inc. 401(K) Profit Sharing Plan — Form 5500 plan (A. C. And T. Co. 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, A. C. And T. Co. Inc. 401(K) Profit Sharing Plan is a benefit plan reported by A. C. And T. Co. Inc. under EIN 52-0715156 and plan number 002. The latest loaded filing year is 2023. The filing reports 787 participants and $21,667,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A. C. And T. Co. Inc.
- EIN
- 52-0715156
- Plan number
- 002
- Plan type
- 2
- Location
- Hagerstown, MD
- Latest filing year
- 2023
- Participants
- 787
- End-of-year plan assets
- $21,667,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 787 | H, C | 20250328132100NAL0000644179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,667,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,667,640
- Net assets (BOY)
- $19,682,789
Income & contributions
- Employer contributions
- $701,926
- Participant contributions
- $762,579
- Total contributions
- $1,482,307
- Total income / additions
- $4,098,444
Expenses & distributions
- Benefits paid
- $2,029,804
- Administrative expenses
- $83,789
- Total expenses
- $2,113,593
- Net increase / (decrease)
- $1,984,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $78,597 | $0 | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISORY | $0 | $27,395 | 2023 |