Atw Retirement Savings Plan — Form 5500 plan (American Trailer World Corp Dba Atw)
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, Atw Retirement Savings Plan is a benefit plan reported by American Trailer World Corp Dba Atw under EIN 47-5665675 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,185 participants and $43,359,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Trailer World Corp Dba Atw
- EIN
- 47-5665675
- Plan number
- 001
- Plan type
- 2
- Location
- Addison, TX
- Latest filing year
- 2023
- Participants
- 4,185
- End-of-year plan assets
- $43,359,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,185 | H, C | 20241010134542NAL0011519555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,359,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,359,758
- Net assets (BOY)
- $32,471,709
Income & contributions
- Employer contributions
- $1,966,181
- Participant contributions
- $4,089,088
- Total contributions
- $6,407,544
- Total income / additions
- $12,882,437
Expenses & distributions
- Benefits paid
- $5,843,032
- Administrative expenses
- $141,784
- Total expenses
- $6,026,314
- Net increase / (decrease)
- $6,856,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $91,704 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $35,885 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,195 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Trailer World Corp Dba Atw
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Addison, TX
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation