2023 Form 5500 filing — American Trust Pooled Employer 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 20240930123623NAL0005678801001) for American Trust Pooled Employer Plan, reported by At Retirement Services, LLC under EIN 83-3455979 and plan number 001. It reports 76 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants76
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240930123623NAL0005678801001
- Plan sponsor
- At Retirement Services, LLC
- EIN
- 83-3455979
- Plan number
- 001
- Location
- Dubuque, IA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $89,188
- Participant contributions
- $307,325
- Total income / additions
- $477,505
- Benefits paid
- $6,614
- Total expenses
- $7,527
- Net increase / (decrease)
- $469,978