2023 Form 5500 filing — Ats Esop Holdings, Inc. Employee Stock Ownership 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 20241009140134NAL0019393937001) for Ats Esop Holdings, Inc. Employee Stock Ownership Plan, reported by Ats Esop Holdings, Inc. under EIN 84-4088111 and plan number 002. It reports 576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.8MReported net assets$18,845,678
Participants576
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241009140134NAL0019393937001
Plan sponsor
Ats Esop Holdings, Inc.
EIN
84-4088111
Plan number
002
Location
Reston, VA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$28M total assets
Net assets$18.8MLiabilities$9.1M
Money in vs. money out
Total income / additions$9.3M
Total expenses$1.4M
Benefits paid / distributions$1.1M
Contributions
Employer$691.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$27,994,493
Total liabilities (EOY)
$9,148,815
Net assets (EOY)
$18,845,678
Employer contributions
$691,397
Total income / additions
$9,311,142
Benefits paid
$1,068,328
Administrative expenses
$0
Total expenses
$1,446,118
Net increase / (decrease)
$7,865,024

Related Form 5500 pages