2023 Form 5500 filing — United Atlantic 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 20241015190449NAL0049476560001) for United Atlantic 401k Plan, reported by United Atlantic Capital, L.L.C. under EIN 20-0758988 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.3KReported net assets$35,322
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015190449NAL0049476560001
Plan sponsor
United Atlantic Capital, L.L.C.
EIN
20-0758988
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.3K total assets
Net assets$35.3KLiabilities$0
Money in vs. money out
Total income / additions$6.3K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$35,322
Total liabilities (EOY)
$0
Net assets (EOY)
$35,322
Employer contributions
$0
Participant contributions
$0
Total income / additions
$6,272
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$6,272

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015190449NAL0049476560001 cover?
It is the 2023 Form 5500 filing for United Atlantic 401k Plan, reported by United Atlantic Capital, L.L.C. (EIN 20-0758988).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages