Mid Atlantic Financial Management I — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mid Atlantic Financial Management I is reported as a service provider on 3 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $34,158 and reported indirect compensation totals $18,810.
Reported compensation summary
- Reported direct compensation
- $34,158
- Reported indirect compensation
- $18,810
- Total reported compensation
- $52,968
- Filings
- 3
- Plan sponsors
- 2
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Concept Plus, LLC | VA | 1 | $34,158 |
| A.J. Rose Manufacturing Co. | OH | 2 | $18,810 |
State footprint
Plans reporting Mid Atlantic Financial Management I are sponsored in OH (2), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Concept Plus, LLC | Concept Plus, LLC 401(K) Plan | 2023 | $34,158 | not reported in the loaded dataset |
| A. J. Rose Manufacturing Co. | A.J. Rose Retirement And 401(K) Plan For Non-Union Employees | 2023 | $0 | $10,910 |
| A.J. Rose Manufacturing Co. | A.J. Rose Mfg. Co. 401(K) Plan For Union Employees | 2023 | $0 | $7,900 |
Related Form 5500 pages
- Concept Plus, LLC 401(K) Plan (plan 001)
- Concept Plus, LLC — all reported plans
- A.J. Rose Retirement And 401(K) Plan For Non-Union Employees (plan 001)
- A. J. Rose Manufacturing Co. — all reported plans
- A.J. Rose Mfg. Co. 401(K) Plan For Union Employees (plan 003)
- Form 5500 Schedule C explained
- Methodology
- Data sources