2023 Form 5500 filing — Solar Atmospheres Inc. 401k Profit Sharing 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 20240729144022NAL0011134627001) for Solar Atmospheres Inc. 401k Profit Sharing Plan, reported by Solar Atmospheres Inc. under EIN 23-2363698 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729144022NAL0011134627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Solar Atmospheres Inc.
- EIN
- 23-2363698
- Plan number
- 001
- Location
- Souderton, PA
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,730,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,730,312
- Employer contributions
- $1,028,939
- Participant contributions
- $2,167,805
- Total income / additions
- $8,591,244
- Benefits paid
- $2,550,679
- Administrative expenses
- $197,799
- Total expenses
- $2,748,478
- Net increase / (decrease)
- $5,842,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $115,517 | $0 |
| Girard Advisory Services, LLC | INVESTMENT ADVISOR | $71,472 | not reported in the loaded dataset |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $28,874 |
| Caron & Bletzer, Pllc | AUDITOR | $10,800 | not reported in the loaded dataset |