2023 Form 5500 filing — Atlas Data Systems, LLC 401(K) 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 20240809091730NAL0006187089001) for Atlas Data Systems, LLC 401(K) Profit Sharing Plan, reported by Atlas Data Systems, LLC under EIN 22-3564176 and plan number 002. It reports 563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240809091730NAL0006187089001
Filing year
2023
Form type
2
Plan sponsor
Atlas Data Systems, LLC
EIN
22-3564176
Plan number
002
Location
Berkeley Heights, NJ
Participants
563
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,937,589
Total liabilities (EOY)
$0
Net assets (EOY)
$12,937,589
Participant contributions
$2,147,214
Total income / additions
$4,198,001
Benefits paid
$2,150,279
Administrative expenses
$93,983
Total expenses
$2,244,262
Net increase / (decrease)
$1,953,739
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl Financial - RpcpNONE$52,173not reported in the loaded dataset
The Vanguard Group, Inc.NONE$41,810$0

Related Form 5500 pages