A&T Systems, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (A&T Systems, 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&T Systems, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by A&T Systems, Inc. under EIN 52-1360413 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $5,945,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A&T Systems, Inc.
- EIN
- 52-1360413
- Plan number
- 001
- Plan type
- 2
- Location
- Silver Spring, MD
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $5,945,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241015125946NAL0057721522001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,945,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,945,232
- Net assets (BOY)
- $5,088,194
Income & contributions
- Employer contributions
- $94,003
- Participant contributions
- $312,745
- Total contributions
- $406,748
- Total income / additions
- $1,115,922
Expenses & distributions
- Benefits paid
- $225,019
- Administrative expenses
- $19,440
- Total expenses
- $258,884
- Net increase / (decrease)
- $857,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Uniglobal Pension Planning, Inc. | CONTRACT ADMIN | $4,435 | $5,257 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,055 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $6,753 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $6,390 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A&T Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Silver Spring, MD
- Uniglobal Pension Planning, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Commonwealth Equity Services LLC — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation