2023 Form 5500 filing — Atrion Corporation 401(K) Savings 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 20241015091450NAL0027919441001) for Atrion Corporation 401(K) Savings Plan, reported by Atrion Corporation under EIN 63-0821819 and plan number 003. It reports 853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091450NAL0027919441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atrion Corporation
- EIN
- 63-0821819
- Plan number
- 003
- Location
- Allen, TX
- Participants
- 853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,087,292
- Total liabilities (EOY)
- $34,295
- Net assets (EOY)
- $59,052,997
- Employer contributions
- $1,051,014
- Participant contributions
- $3,032,059
- Total income / additions
- $13,124,583
- Benefits paid
- $6,884,814
- Administrative expenses
- $171,142
- Total expenses
- $7,155,396
- Net increase / (decrease)
- $5,969,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Service Adv | NONE | $43,333 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $33,943 | $0 |
| Huselton Morgan & Maultsby | NONE | $14,150 | not reported in the loaded dataset |