Bctgm Atlantic Profit Sharing Fund — Form 5500 plan (Bctgm Atlantic Profit Sharing Fund)
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, Bctgm Atlantic Profit Sharing Fund is a benefit plan reported by Bctgm Atlantic Profit Sharing Fund under EIN 23-2972313 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,626 participants and $39,153,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bctgm Atlantic Profit Sharing Fund
- EIN
- 23-2972313
- Plan number
- 001
- Plan type
- 1
- Location
- Horsham, PA
- Latest filing year
- 2023
- Participants
- 2,626
- End-of-year plan assets
- $39,153,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,626 | H, C | 20241015185832NAL0029440065003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,153,665
- Total liabilities (EOY)
- $38,079
- Net assets (EOY)
- $39,115,586
- Net assets (BOY)
- $33,326,447
Income & contributions
- Employer contributions
- $1,547,211
- Participant contributions
- $1,199,915
- Total contributions
- $2,871,492
- Total income / additions
- $9,290,809
Expenses & distributions
- Benefits paid
- $3,108,275
- Administrative expenses
- $362,953
- Total expenses
- $3,501,670
- Net increase / (decrease)
- $5,789,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $197,758 | $0 | 2023 |
| Cadaret Grant & Company | INVESTMENT ADVISOR | $76,614 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein And Abato, P.A. | LEGAL | $15,000 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $15,000 | not reported in the loaded dataset | 2023 |
| Madison Consulting Group | ADMINISTRATOR | $12,000 | not reported in the loaded dataset | 2023 |
| Diplomat Beach Resort By Hilton | PLAN ADMINISTRATOR | $8,750 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bctgm Atlantic Profit Sharing Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Horsham, PA
- Transamerica Retirement Solutions — Schedule C compensation
- Cadaret Grant & Company — Schedule C compensation
- Abato, Rubenstein And Abato, P.A. — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Madison Consulting Group — Schedule C compensation
- Diplomat Beach Resort By Hilton — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation