2023 Form 5500 filing — Atlas 401(K) Profit Sharing And Retirement 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 20240828051615NAL0005582083001) for Atlas 401(K) Profit Sharing And Retirement Plan, reported by Atlas Machine & Supply Inc. under EIN 61-0122980 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828051615NAL0005582083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlas Machine & Supply Inc.
- EIN
- 61-0122980
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,031,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,031,510
- Employer contributions
- $271,044
- Participant contributions
- $1,770,374
- Total income / additions
- $6,271,683
- Benefits paid
- $2,550,054
- Administrative expenses
- $91,340
- Total expenses
- $2,673,635
- Net increase / (decrease)
- $3,598,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $64,632 | $0 |
| Hpm Partners, LLC | INVESTMENT/FINANCIAL ADVI | $26,709 | $0 |