Atw Companies 401(K) Plan — Form 5500 plan (Atw Companies, Inc.)
Plain-English plan 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, Atw Companies 401(K) Plan is a benefit plan reported by Atw Companies, Inc. under EIN 05-0234070 and plan number 002. The latest loaded filing year is 2023. The filing reports 322 participants and $20,143,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atw Companies, Inc.
- EIN
- 05-0234070
- Plan number
- 002
- Plan type
- 2
- Location
- Warwick, RI
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $20,143,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20240927054643NAL0001013171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,143,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,143,284
- Net assets (BOY)
- $17,808,921
Income & contributions
- Employer contributions
- $345,351
- Participant contributions
- $1,074,164
- Total contributions
- $1,622,564
- Total income / additions
- $4,501,656
Expenses & distributions
- Benefits paid
- $2,042,106
- Administrative expenses
- $74,579
- Total expenses
- $2,167,293
- Net increase / (decrease)
- $2,334,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $34,800 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $28,528 | $0 | 2023 |
| Sansiveri, Kimball & Co., L.L.P | ACCOUNTANT | $11,250 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atw Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Warwick, RI
- Morgan Stanley Smith Barney — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Sansiveri, Kimball & Co., L.L.P — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation