2023 Form 5500 filing — Atane 401(K) And 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 20240926102810NAL0000307187001) for Atane 401(K) And Profit Sharing Plan, reported by Atane Engineers, Architects And Land Surveyors, D.P.C. under EIN 13-3779703 and plan number 001. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926102810NAL0000307187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atane Engineers, Architects And Land Surveyors, D.P.C.
- EIN
- 13-3779703
- Plan number
- 001
- Location
- New York, NY
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,905,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,905,216
- Employer contributions
- $156,952
- Participant contributions
- $1,510,183
- Total income / additions
- $6,761,012
- Benefits paid
- $3,395,309
- Administrative expenses
- $84,280
- Total expenses
- $3,517,156
- Net increase / (decrease)
- $3,243,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,659 | $0 |
| Jp Morgan Securities LLC | INVESTMENT ADVISOR | $31,698 | not reported in the loaded dataset |
| Pkf O' Connor Davies Llp | ACCOUNTANT/AUDITOR | $17,050 | not reported in the loaded dataset |