2023 Form 5500 filing — Atac Tax Sheltered Savings 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 20240807142322NAL0002109571001) for Atac Tax Sheltered Savings Plan, reported by Atac under EIN 94-2599967 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$47.3MReported net assets$47,331,294
Participants135
Provider compensation$65.7K1 Schedule C row(s)$65,651
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240807142322NAL0002109571001
- Plan sponsor
- Atac
- EIN
- 94-2599967
- Plan number
- 002
- Location
- Santa Clara, CA
- Received date
- not reported in the loaded dataset
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)$47.3M total assets
Net assets$47.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $47,331,294
- Net assets (EOY)
- $47,331,294
- Employer contributions
- $365,000
- Participant contributions
- $951,962
- Total income / additions
- $6,693,795
- Benefits paid
- $3,932,609
- Administrative expenses
- $62,868
- Total expenses
- $3,995,477
- Net increase / (decrease)
- $2,698,318
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner And Smi | RECORDKEEPER | $65,651 | not reported in the loaded dataset |