The Atlantic Tractor, LLC 401(K) Plan & Trust — Form 5500 plan (Atlantic Tractor, LLC)
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, The Atlantic Tractor, LLC 401(K) Plan & Trust is a benefit plan reported by Atlantic Tractor, LLC under EIN 20-1610420 and plan number 001. The latest loaded filing year is 2023. The filing reports 553 participants and $28,029,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlantic Tractor, LLC
- EIN
- 20-1610420
- Plan number
- 001
- Plan type
- 2
- Location
- Chestertown, MD
- Latest filing year
- 2023
- Participants
- 553
- End-of-year plan assets
- $28,029,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 553 | H, C | 20241014125849NAL0044564608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,029,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,029,585
- Net assets (BOY)
- $26,237,901
Income & contributions
- Employer contributions
- $575,155
- Participant contributions
- $1,538,793
- Total contributions
- $2,971,141
- Total income / additions
- $6,911,725
Expenses & distributions
- Benefits paid
- $4,936,450
- Administrative expenses
- $89,197
- Total expenses
- $5,120,041
- Net increase / (decrease)
- $1,791,684
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Investment Corp | INVESTMENT ADVISOR | $52,695 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $43,487 | not reported in the loaded dataset | 2023 |
| Tax Favored Benefits, Inc. | CONTRACT ADMIN | $6,750 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | not reported in the loaded dataset | $246 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlantic Tractor, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Chestertown, MD
- Ameritas Investment Corp — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Tax Favored Benefits, Inc. — Schedule C compensation
- Ascensus LLC — Schedule C compensation