2023 Form 5500 filing — Asheville Transit Employees Money Purchase Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627142733NAL0021762434001) for Asheville Transit Employees Money Purchase Pension Plan, reported by Asheville Transit Management, LLC under EIN 82-2344007 and plan number 010. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627142733NAL0021762434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Asheville Transit Management, LLC
- EIN
- 82-2344007
- Plan number
- 010
- Location
- Asheville, NC
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,150,352
- Total liabilities (EOY)
- $270,414
- Net assets (EOY)
- $2,879,938
- Employer contributions
- $242,636
- Participant contributions
- $248,978
- Total income / additions
- $855,777
- Benefits paid
- $219,229
- Administrative expenses
- $64,173
- Total expenses
- $299,307
- Net increase / (decrease)
- $556,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Alliance Associates Inc | INVESTMENT ADVISOR | $11,647 | not reported in the loaded dataset |
| Great-West Life & Annuity Ins Co | RECORDKEEPER | $9,230 | $0 |
| Cph Pension Administrators Inc | CONTRACT ADMIN | $4,949 | $1,553 |
| Baker Donelson Bearman Caldwell | ATTORNEY | $5,734 | not reported in the loaded dataset |
| Advised Assets Group | INVESTMENT MGMT | $361 | not reported in the loaded dataset |
| The Travelers Indemnity Company | OTHER | $268 | not reported in the loaded dataset |
| Resj, P.C | AUDITOR | $0 | not reported in the loaded dataset |
| Royal Alliance Associates Inc | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 |
| Baker Donelson Bearman Caldwell | ATTORNEY | $0 | not reported in the loaded dataset |
| Cph Pension Administrators Inc | CONTRACT ADMIN | $0 | $0 |
| Travelers Casualty & Surety Ins Co | OTHER | $0 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $0 | not reported in the loaded dataset |