2023 Form 5500 filing — Ata Engineering, Inc. Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240501114642NAL0017763107001) for Ata Engineering, Inc. Employee Stock Ownership Plan, reported by Ata Engineering, Inc. under EIN 33-0900801 and plan number 002. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.4MReported net assets$24,390,231
Participants184
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240501114642NAL0017763107001
Plan sponsor
Ata Engineering, Inc.
EIN
33-0900801
Plan number
002
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.5M total assets
Net assets$24.4MLiabilities$107.1K
Money in vs. money out
Total income / additions$434.3K
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$357.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$24,497,319
Total liabilities (EOY)
$107,088
Net assets (EOY)
$24,390,231
Employer contributions
$357,920
Total income / additions
$434,274
Benefits paid
$1,006,843
Administrative expenses
$70
Total expenses
$1,006,913
Net increase / (decrease)
-$572,639

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240501114642NAL0017763107001 cover?
It is the 2023 Form 5500 filing for Ata Engineering, Inc. Employee Stock Ownership Plan, reported by Ata Engineering, Inc. (EIN 33-0900801).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages