2023 Form 5500 filing — Atw Companies 401(K) 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 20240927054643NAL0001013171001) for Atw Companies 401(K) Plan, reported by Atw Companies, Inc. under EIN 05-0234070 and plan number 002. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927054643NAL0001013171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atw Companies, Inc.
- EIN
- 05-0234070
- Plan number
- 002
- Location
- Warwick, RI
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,143,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,143,284
- Employer contributions
- $345,351
- Participant contributions
- $1,074,164
- Total income / additions
- $4,501,656
- Benefits paid
- $2,042,106
- Administrative expenses
- $74,579
- Total expenses
- $2,167,293
- Net increase / (decrease)
- $2,334,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $34,800 | $0 |
| Adp, Inc. | RECORD KEEPER | $28,528 | $0 |
| Sansiveri, Kimball & Co., L.L.P | ACCOUNTANT | $11,250 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |