2023 Form 5500 filing — Atalian Global Services 401k 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 20241014153324NAL0045118112002) for Atalian Global Services 401k Plan, reported by Atalian Global Services Inc, under EIN 13-2622538 and plan number 002. It reports 1,773 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)$14.6MReported net assets$14,618,436
Participants1.8K1,773
Provider compensation$149.9K2 Schedule C row(s)$149,905
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014153324NAL0045118112002
Plan sponsor
Atalian Global Services Inc,
EIN
13-2622538
Plan number
002
Location
Jersey City, NJ
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)$14.6M total assets
Net assets$14.6MLiabilities
Money in vs. money out
Total income / additions$3.9M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$175.7K
Participant$1.4M
Full reported line items
Total assets (EOY)
$14,618,436
Net assets (EOY)
$14,618,436
Employer contributions
$175,699
Participant contributions
$1,362,901
Total income / additions
$3,869,040
Benefits paid
$2,905,705
Administrative expenses
$118,872
Total expenses
$3,029,704
Net increase / (decrease)
$839,336

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$118,872$0
Sageview Advisory Consulting GroupINVESTMENT ADVISORY$0$31,033

Related Form 5500 pages