2023 Form 5500 filing — Atis LLC 401k Profit Sharing Plan & Trust

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 20240508093517NAL0032665344001) for Atis LLC 401k Profit Sharing Plan & Trust, reported by American Trust Insurance Services LLC under EIN 37-1845203 and plan number 003. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$646KReported net assets$645,988
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240508093517NAL0032665344001
Plan sponsor
American Trust Insurance Services LLC
EIN
37-1845203
Plan number
003
Location
Whiting, IN
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$646K total assets
Net assets$646KLiabilities$0
Money in vs. money out
Total income / additions$87.6K
Total expenses$12.6K
Benefits paid / distributions$12.5K
Contributions
Employer$0
Participant$6.1K
Full reported line items
Total assets (EOY)
$645,988
Total liabilities (EOY)
$0
Net assets (EOY)
$645,988
Employer contributions
$0
Participant contributions
$6,109
Total income / additions
$87,629
Benefits paid
$12,500
Administrative expenses
$125
Total expenses
$12,625
Net increase / (decrease)
$75,004

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240508093517NAL0032665344001 cover?
It is the 2023 Form 5500 filing for Atis LLC 401k Profit Sharing Plan & Trust, reported by American Trust Insurance Services LLC (EIN 37-1845203).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages