2023 Form 5500 filing — Atc 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 20250807075514NAL0004733872001) for Atc 401(K) Plan, reported by Atc Management Inc under EIN 39-1999363 and plan number 001. It reports 640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250807075514NAL0004733872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atc Management Inc
- EIN
- 39-1999363
- Plan number
- 001
- Location
- Waukesha, WI
- Participants
- 640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,949,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $179,949,884
- Employer contributions
- $2,919,987
- Participant contributions
- $8,025,405
- Total income / additions
- $41,632,326
- Benefits paid
- $17,148,430
- Administrative expenses
- $133,908
- Total expenses
- $17,282,338
- Net increase / (decrease)
- $24,349,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $54,384 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $47,650 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $32,290 | $0 |