2023 Form 5500 filing — Atlantic Group 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 20241015143820NAL0028792065001) for Atlantic Group 401(K)Plan, reported by Atlantic Engineering Group, Inc. under EIN 58-2227243 and plan number 001. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143820NAL0028792065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlantic Engineering Group, Inc.
- EIN
- 58-2227243
- Plan number
- 001
- Location
- Buford, GA
- Participants
- 343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,364,108
- Total liabilities (EOY)
- $906
- Net assets (EOY)
- $3,363,202
- Employer contributions
- $251,096
- Participant contributions
- $499,117
- Total income / additions
- $1,339,005
- Benefits paid
- $735,880
- Administrative expenses
- $30,749
- Total expenses
- $766,629
- Net increase / (decrease)
- $572,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Asset Mgmt Inc | PLAN ADMINISTRATOR | $29,876 | not reported in the loaded dataset |
| Charles Schwab Bank | DIRECTED TRUSTEE | $873 | $55 |
| Charles Schwab & Co. Inc. | TRUST COMPANY | $1 | not reported in the loaded dataset |