Amtraco 401(K) Plan — Form 5500 plan (Amtraco American Trading Companies 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, Amtraco 401(K) Plan is a benefit plan reported by Amtraco American Trading Companies LLC under EIN 30-0632722 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $6,450,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amtraco American Trading Companies LLC
- EIN
- 30-0632722
- Plan number
- 001
- Plan type
- 2
- Location
- Franksville, WI
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $6,450,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241015142556NAL0058118114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,450,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,450,027
- Net assets (BOY)
- $5,349,310
Income & contributions
- Employer contributions
- $259,477
- Participant contributions
- $461,671
- Total contributions
- $864,282
- Total income / additions
- $1,792,463
Expenses & distributions
- Benefits paid
- $655,773
- Administrative expenses
- $35,973
- Total expenses
- $691,746
- Net increase / (decrease)
- $1,100,717
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Enhancement Group | ADVISOR | $21,283 | not reported in the loaded dataset | 2023 |
| Newport Group Inc. | RECORDKEEPING | $14,689 | $0 | 2023 |