2023 Form 5500 filing — Attic Angel Association 401(K) Retirement 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 20241015153204NAL0028944193001) for Attic Angel Association 401(K) Retirement Plan, reported by Attic Angel Association under EIN 39-0854841 and plan number 002. It reports 297 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)$7.9MReported net assets$7,883,814
Participants297
Provider compensation$61.9K2 Schedule C row(s)$61,904
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015153204NAL0028944193001
- Plan sponsor
- Attic Angel Association
- EIN
- 39-0854841
- Plan number
- 002
- Location
- Middleton, WI
- 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)$7.9M total assets
Net assets$7.9MLiabilities$33.7K
Full reported line items
- Total assets (EOY)
- $7,917,469
- Total liabilities (EOY)
- $33,655
- Net assets (EOY)
- $7,883,814
- Employer contributions
- $195,043
- Participant contributions
- $705,778
- Total income / additions
- $1,941,619
- Benefits paid
- $1,005,632
- Administrative expenses
- $59,605
- Total expenses
- $1,080,209
- Net increase / (decrease)
- $861,410
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $42,028 | $2,301 |
| Robert W. Baird & Co. Inc. | NONE | $17,575 | not reported in the loaded dataset |