2023 Form 5500 filing — College Of The Atlantic Dc Retirement 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 20241031111201NAL0001682065001) for College Of The Atlantic Dc Retirement Plan, reported by College Of The Atlantic under EIN 23-7032625 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$34.2MReported net assets$34,233,205
Participants234
Provider compensation$23.5K2 Schedule C row(s)$23,464
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241031111201NAL0001682065001
- Plan sponsor
- College Of The Atlantic
- EIN
- 23-7032625
- Plan number
- 001
- Location
- Bar Harbor, ME
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$34.2M total assets
Net assets$34.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $34,233,205
- Net assets (EOY)
- $34,233,205
- Employer contributions
- $507,627
- Participant contributions
- $618,753
- Total income / additions
- $6,083,770
- Benefits paid
- $1,874,168
- Administrative expenses
- $36,941
- Total expenses
- $1,911,109
- Net increase / (decrease)
- $4,172,661
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lauren Corey Consulting, LLC | CPA AUDITOR | $13,228 | not reported in the loaded dataset |
| Baker Tilley Us, Llp | INVESTMENT ADVISOR | $10,236 | not reported in the loaded dataset |