2023 Form 5500 filing — The Atlantic Tractor, LLC 401(K) Plan & Trust
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 20241014125849NAL0044564608001) for The Atlantic Tractor, LLC 401(K) Plan & Trust, reported by Atlantic Tractor, LLC under EIN 20-1610420 and plan number 001. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125849NAL0044564608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlantic Tractor, LLC
- EIN
- 20-1610420
- Plan number
- 001
- Location
- Chestertown, MD
- Participants
- 553
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,029,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,029,585
- Employer contributions
- $575,155
- Participant contributions
- $1,538,793
- Total income / additions
- $6,911,725
- Benefits paid
- $4,936,450
- Administrative expenses
- $89,197
- Total expenses
- $5,120,041
- Net increase / (decrease)
- $1,791,684
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Investment Corp | INVESTMENT ADVISOR | $52,695 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $43,487 | not reported in the loaded dataset |
| Tax Favored Benefits, Inc. | CONTRACT ADMIN | $6,750 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | not reported in the loaded dataset | $246 |