Atlantic Tool & Die Company 401k Plan And Trust — Form 5500 plan (Atlantic Tool & Die Company)
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, Atlantic Tool & Die Company 401k Plan And Trust is a benefit plan reported by Atlantic Tool & Die Company under EIN 34-0680903 and plan number 002. The latest loaded filing year is 2023. The filing reports 376 participants and $17,611,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlantic Tool & Die Company
- EIN
- 34-0680903
- Plan number
- 002
- Plan type
- 2
- Location
- Strongsville, OH
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $17,611,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20241008145104NAL0035090770001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,611,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,611,148
- Net assets (BOY)
- $14,390,932
Income & contributions
- Employer contributions
- $478,723
- Participant contributions
- $1,300,842
- Total contributions
- $1,808,023
- Total income / additions
- $4,161,498
Expenses & distributions
- Benefits paid
- $851,242
- Administrative expenses
- $83,882
- Total expenses
- $941,282
- Net increase / (decrease)
- $3,220,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,443 | $0 | 2023 |
| Ubs Financial Services Inc | ADVISOR | $37,439 | not reported in the loaded dataset | 2023 |