2023 Form 5500 filing — Ati Holdings, 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 20240923115107NAL0006619731001) for Ati Holdings, LLC 401(K) Profit Sharing Plan, reported by Ati Holdings, LLC under EIN 20-0619466 and plan number 001. It reports 7,310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923115107NAL0006619731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ati Holdings, LLC
- EIN
- 20-0619466
- Plan number
- 001
- Location
- Bolingbrook, IL
- Participants
- 7,310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,168,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $228,168,066
- Employer contributions
- $5,354,391
- Participant contributions
- $19,908,837
- Total income / additions
- $64,715,096
- Benefits paid
- $19,129,676
- Administrative expenses
- $558,140
- Total expenses
- $19,743,024
- Net increase / (decrease)
- $44,972,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $509,315 | $0 |
| Crowe Llp | ACCOUNTANT | $30,252 | not reported in the loaded dataset |
| Capital Strategies Inves | CONTRACT ADMINISTRATOR | $25,000 | not reported in the loaded dataset |