2023 Form 5500 filing — Atlas Butler 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 20241014135011NAL0027466273001) for Atlas Butler 401(K) Plan, reported by Atlas Capital Services, Inc. under EIN 31-1269810 and plan number 001. It reports 177 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)$8.2MReported net assets$8,151,761
Participants177
Provider compensation$49.9K3 Schedule C row(s)$49,875
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014135011NAL0027466273001
- Plan sponsor
- Atlas Capital Services, Inc.
- EIN
- 31-1269810
- Plan number
- 001
- Location
- Columbus, OH
- 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)$8.2M total assets
Net assets$8.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,151,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,151,761
- Employer contributions
- $164,930
- Participant contributions
- $884,054
- Total income / additions
- $2,277,510
- Benefits paid
- $1,185,951
- Administrative expenses
- $45,288
- Total expenses
- $1,231,239
- Net increase / (decrease)
- $1,046,271
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,681 | $0 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $22,794 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |