American Track Services 401(K) Plan — Form 5500 plan (American Track Services, LLC)

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, American Track Services 401(K) Plan is a benefit plan reported by American Track Services, LLC under EIN 61-1801108 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $5,651,548 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Track Services, LLC
EIN
61-1801108
Plan number
001
Plan type
2
Location
Ft. Worth, TX
Latest filing year
2023
Participants
347
End-of-year plan assets
$5,651,548

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023347H, C20241015080907NAL0027802897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,651,548
Total liabilities (EOY)
$0
Net assets (EOY)
$5,651,548
Net assets (BOY)
$3,881,704

Income & contributions

Employer contributions
$405,321
Participant contributions
$807,561
Total contributions
$1,601,680
Total income / additions
$2,346,256

Expenses & distributions

Benefits paid
$547,430
Administrative expenses
$27,699
Total expenses
$576,412
Net increase / (decrease)
$1,769,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$17,682$02023
Gratium Wealth Planningnot reported in the loaded dataset$10,017not reported in the loaded dataset2023

Related Form 5500 pages