Associated Trust Company Money Market Collective Trust Fund — Form 5500 plan (Associated Trust Company, N.A.)
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, Associated Trust Company Money Market Collective Trust Fund is a benefit plan reported by Associated Trust Company, N.A. under EIN 52-7241044 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $199,092,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Trust Company, N.A.
- EIN
- 52-7241044
- Plan number
- 001
- Plan type
- 4
- Location
- Neenah, WI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $199,092,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240606081637NAL0038312576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $199,092,279
- Total liabilities (EOY)
- $658,411
- Net assets (EOY)
- $198,433,868
- Net assets (BOY)
- $188,684,190
Income & contributions
- Total income / additions
- $9,438,033
Expenses & distributions
- Administrative expenses
- $4,854
- Total expenses
- $4,854
- Net increase / (decrease)
- $9,433,179
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.