2023 Form 5500 filing — Retirement Plan Of Thales Atm, Inc.
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 20241010101336NAL0011364931001) for Retirement Plan Of Thales Atm, Inc., reported by Thales Usa, Inc. under EIN 06-0938363 and plan number 004. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.7MReported net assets$8,710,033
Participants204
Provider compensation$66.4K3 Schedule C row(s)$66,381
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010101336NAL0011364931001
- Plan sponsor
- Thales Usa, Inc.
- EIN
- 06-0938363
- Plan number
- 004
- Location
- Arlington, 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)$8.7M total assets
Net assets$8.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,710,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,710,033
- Employer contributions
- $273,000
- Total income / additions
- $1,344,598
- Benefits paid
- $1,657,895
- Administrative expenses
- $222,871
- Total expenses
- $1,880,766
- Net increase / (decrease)
- -$536,168
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $34,145 | not reported in the loaded dataset |
| Pickett, Chaney & Mcmullen Llp | NONE | $18,350 | not reported in the loaded dataset |
| Clearstead Advisors LLC | NONE | $13,886 | not reported in the loaded dataset |