Mid Atlantic Capital Group Retirement Savings Plan — Form 5500 plan (Mid Atlantic Capital Group)
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, Mid Atlantic Capital Group Retirement Savings Plan is a benefit plan reported by Mid Atlantic Capital Group under EIN 25-1442940 and plan number 001. The latest loaded filing year is 2023. The filing reports 816 participants and $56,816,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid Atlantic Capital Group
- EIN
- 25-1442940
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 816
- End-of-year plan assets
- $56,816,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 816 | H, C | 20241010153517NAL0034627744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,816,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,816,459
- Net assets (BOY)
- $40,506,933
Income & contributions
- Employer contributions
- $1,861,106
- Participant contributions
- $6,036,228
- Total contributions
- $11,429,648
- Total income / additions
- $19,258,268
Expenses & distributions
- Benefits paid
- $2,926,035
- Administrative expenses
- $0
- Total expenses
- $2,948,742
- Net increase / (decrease)
- $16,309,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Pension Benefits | NONE | $8,000 | not reported in the loaded dataset | 2023 |