Atlantic Corporation Of Wilmington, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Atlantic Corporation Of Wilmington, 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, Atlantic Corporation Of Wilmington, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Atlantic Corporation Of Wilmington, Inc. under EIN 56-0797402 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,260 participants and $159,478,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlantic Corporation Of Wilmington, Inc.
- EIN
- 56-0797402
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, NC
- Latest filing year
- 2023
- Participants
- 1,260
- End-of-year plan assets
- $159,478,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,260 | H, C | 20240827154129NAL0010791313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,478,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,478,898
- Net assets (BOY)
- $134,321,092
Income & contributions
- Employer contributions
- $5,880,381
- Participant contributions
- $7,505,256
- Total contributions
- $13,719,539
- Total income / additions
- $35,768,234
Expenses & distributions
- Benefits paid
- $10,355,550
- Administrative expenses
- $254,878
- Total expenses
- $10,610,428
- Net increase / (decrease)
- $25,157,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $237,664 | $0 | 2023 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $74,979 | 2023 |
| Navellier & Associates Inc | INV ADV, PARTICIPANTS | $16,685 | not reported in the loaded dataset | 2023 |
| Rpa Financial, LLC | INVESTMENT ADVISORY | $0 | $12,497 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlantic Corporation Of Wilmington, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Wilmington, NC
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Advisors Fin Network — Schedule C compensation
- Navellier & Associates Inc — Schedule C compensation
- Rpa Financial, LLC — Schedule C compensation