2023 Form 5500 filing — Atlantic Loan Company, Inc. 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 20241001084520NAL0006817281001) for Atlantic Loan Company, Inc. Retirement Plan, reported by Atlantic Loan Company, Inc. under EIN 33-1125181 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,860,655
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001084520NAL0006817281001
Plan sponsor
Atlantic Loan Company, Inc.
EIN
33-1125181
Plan number
001
Location
Fort Myers, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities
Money in vs. money out
Total income / additions$165K
Total expenses$1.9K
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$10K
Full reported line items
Total assets (EOY)
$1,860,655
Net assets (EOY)
$1,860,655
Participant contributions
$10,000
Total income / additions
$165,022
Administrative expenses
$1,916
Total expenses
$1,916
Net increase / (decrease)
$163,106

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001084520NAL0006817281001 cover?
It is the 2023 Form 5500 filing for Atlantic Loan Company, Inc. Retirement Plan, reported by Atlantic Loan Company, Inc. (EIN 33-1125181).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages