Plan5500

Ata Engineering Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ata Engineering Inc. (EIN 33-0900801) is a plan sponsor located in San Diego, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0900801
Location
San Diego, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ata Engineering Inc.

  • 3 loaded plans hold $86.3M in reported assets.
  • The largest, Ata Engineering, Inc. 401(K) Retirement Plan, holds 76% of this company's reported plan assets.
  • Plans cover 605 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$90.3MSummed across loaded plans$90,297,636
Total reported assets$86.3M$86,335,404
Total reported participants605
Total reported liabilities$107.1K$107,088

Reported net position

Reported assets = net assets + liabilities (summed)$86.3M total assets
Net assets$90.3MLiabilities$107.1K
Contributions & income
Employer contributions$1.4M
Participant contributions$3.1M
Total income / additions$15.8M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)$12.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets76%Ata Engineering, Inc. 401(K) Retirement Plan
Participants per plan202Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ata Engineering, Inc. 401(K) Retirement Plan$65.9M
    Plan #001 · 230 participants · 2023
  2. 2
    Ata Engineering, Inc. Employee Stock Ownership Plan$20.4M
    Plan #002 · 174 participants · 2023
  3. 3
    Ata Engineering, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 201 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ata Engineering Inc.. Open one for its full reported snapshot.

  1. 2023
    Ata Engineering, Inc. Employee Stock Ownership Plan174 participants · 2Sch H
    View filing →
  2. 2023
    Ata Engineering, Inc. Employee Stock Ownership Plan184 participants · 2Sch H
    View filing →
  3. 2023
    Ata Engineering, Inc. 401(K) Retirement Plan230 participants · 2Sch HSch C
    View filing →
  4. 2023
    Ata Engineering, Inc. Employee Stock Ownership Plan217 participants · 2Sch H
    View filing →
  5. 2023
    Ata Engineering, Inc. Welfare Benefits Plan201 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ata Engineering Inc. report on Form 5500?
Ata Engineering Inc. (EIN 33-0900801) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ata Engineering Inc.?
The Employer Identification Number (EIN) reported for Ata Engineering Inc. is 33-0900801.
What is the latest Form 5500 filing year for Ata Engineering Inc.?
The latest loaded Form 5500 filing year for Ata Engineering Inc. is 2023.

Related Form 5500 pages