Atapco 401(K) Plan — Form 5500 plan (American Trading And Production Corporation)

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, Atapco 401(K) Plan is a benefit plan reported by American Trading And Production Corporation under EIN 51-0363543 and plan number 002. The latest loaded filing year is 2023. The filing reports 78 participants and $22,670,808 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.7MPlan net assets, end of year$22,670,808
Participants78Covered participants reported
Assets / participant$290.7KComputed: assets ÷ participants$290,651 (computed)
Provider compensationNone reported
Plan sponsor
American Trading And Production Corporation
EIN
51-0363543
Plan number
002
Plan type
2
Location
Baltimore, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202378I20241014134104NAL0015027539001
Schedule I · 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)$22.7M total assets
Net assets$22.7MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$4.3M
Benefits paid / distributions$4.3M
Contributions
Employer$283.2K
Participant$848.2K
Full reported line items

Net assets

Total assets (EOY)
$22,670,808
Total liabilities (EOY)
$0
Net assets (EOY)
$22,670,808
Net assets (BOY)
$21,732,557

Income & contributions

Employer contributions
$283,154
Participant contributions
$848,248
Total income / additions
$5,253,465

Expenses & distributions

Benefits paid
$4,312,525
Administrative expenses
$2,689
Total expenses
$4,315,214
Net increase / (decrease)
$938,251
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.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income82%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages