College Of The Atlantic Dc Retirement Plan — Form 5500 plan (College Of The Atlantic)
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, College Of The Atlantic Dc Retirement Plan is a benefit plan reported by College Of The Atlantic under EIN 23-7032625 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $34,233,205 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$34.2MPlan net assets, end of year$34,233,205
Participants234Covered participants reported
Assets / participant$146.3KComputed: assets ÷ participants$146,296 (computed)
Provider compensation$23.5K2 Schedule C provider row(s)$23,464
- Plan sponsor
- College Of The Atlantic
- EIN
- 23-7032625
- Plan number
- 001
- Plan type
- 2
- Location
- Bar Harbor, ME
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241031111201NAL0001682065001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$34.2M total assets
Net assets$34.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $34,233,205
- Net assets (EOY)
- $34,233,205
- Net assets (BOY)
- $30,060,544
Income & contributions
- Employer contributions
- $507,627
- Participant contributions
- $618,753
- Total contributions
- $1,287,357
- Total income / additions
- $6,083,770
Expenses & distributions
- Benefits paid
- $1,874,168
- Administrative expenses
- $36,941
- Total expenses
- $1,911,109
- Net increase / (decrease)
- $4,172,661
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
45%55%
Employer 45%Participant 55%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lauren Corey Consulting, LLC | CPA AUDITOR | $13,228 | not reported in the loaded dataset | 2023 |
| Baker Tilley Us, Llp | INVESTMENT ADVISOR | $10,236 | not reported in the loaded dataset | 2023 |