Asheville Transit Employees Money Purchase Pension Plan — Form 5500 plan (Asheville Transit Management, 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, Asheville Transit Employees Money Purchase Pension Plan is a benefit plan reported by Asheville Transit Management, LLC under EIN 82-2344007 and plan number 010. The latest loaded filing year is 2023. The filing reports 124 participants and $2,023,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asheville Transit Management, LLC
- EIN
- 82-2344007
- Plan number
- 010
- Plan type
- 2
- Location
- Asheville, NC
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $2,023,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20240627142733NAL0021762434001 |
| 2023 | 117 | H, C | 20251230082124NAL0019810577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,150,352
- Total liabilities (EOY)
- $270,414
- Net assets (EOY)
- $2,879,938
- Net assets (BOY)
- $2,323,468
Income & contributions
- Employer contributions
- $242,636
- Participant contributions
- $248,978
- Total contributions
- $491,614
- Total income / additions
- $855,777
Expenses & distributions
- Benefits paid
- $219,229
- Administrative expenses
- $64,173
- Total expenses
- $299,307
- Net increase / (decrease)
- $556,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates Inc | INVESTMENT ADVISOR | $11,647 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Ins Co | RECORDKEEPER | $9,230 | $0 | 2023 |
| Cph Pension Administrators Inc | CONTRACT ADMIN | $4,949 | $1,553 | 2023 |
| Baker Donelson Bearman Caldwell | ATTORNEY | $5,734 | not reported in the loaded dataset | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $361 | not reported in the loaded dataset | 2023 |
| The Travelers Indemnity Company | OTHER | $268 | not reported in the loaded dataset | 2023 |
| Resj, P.C | AUDITOR | $0 | not reported in the loaded dataset | 2023 |
| Royal Alliance Associates Inc | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
| Baker Donelson Bearman Caldwell | ATTORNEY | $0 | not reported in the loaded dataset | 2023 |
| Cph Pension Administrators Inc | CONTRACT ADMIN | $0 | $0 | 2023 |
| Travelers Casualty & Surety Ins Co | OTHER | $0 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asheville Transit Management, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Asheville, NC
- Royal Alliance Associates Inc — Schedule C compensation
- Great-West Life & Annuity Ins Co — Schedule C compensation
- Cph Pension Administrators Inc — Schedule C compensation
- Baker Donelson Bearman Caldwell — Schedule C compensation
- Advised Assets Group — Schedule C compensation
- The Travelers Indemnity Company — Schedule C compensation
- Resj, P.C — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Travelers Casualty & Surety Ins Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation