2023 Form 5500 filing — Atlanticus Holdings Corporation 401(K) 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 20241011140909NAL0043927634001) for Atlanticus Holdings Corporation 401(K) Plan, reported by Atlanticus Holdings Corporation under EIN 58-2336689 and plan number 001. It reports 463 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)$49.3MReported net assets$49,269,703
Participants463
Provider compensation$58.8K3 Schedule C row(s)$58,840
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011140909NAL0043927634001
Plan sponsor
Atlanticus Holdings Corporation
EIN
58-2336689
Plan number
001
Location
Atlanta, GA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$49.3M total assets
Net assets$49.3MLiabilities$0
Money in vs. money out
Total income / additions$11.6M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$800.5K
Participant$2.7M
Full reported line items
Total assets (EOY)
$49,269,703
Total liabilities (EOY)
$0
Net assets (EOY)
$49,269,703
Employer contributions
$800,545
Participant contributions
$2,730,640
Total income / additions
$11,603,832
Benefits paid
$3,212,413
Administrative expenses
$58,840
Total expenses
$3,271,253
Net increase / (decrease)
$8,332,579
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    OTHER · Direct $31.7K
  2. 2
    ACCOUNTANT · Direct $23.3K
  3. 3
    RECORDKEEPER · Direct $3.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011140909NAL0043927634001 cover?
It is the 2023 Form 5500 filing for Atlanticus Holdings Corporation 401(K) Plan, reported by Atlanticus Holdings Corporation (EIN 58-2336689).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages