2023 Form 5500 filing — Atlas Navigators 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 20250110121101NAL0007761731001) for Atlas Navigators 401(K) Plan, reported by Atlas Navigators, LLC under EIN 47-2544071 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110121101NAL0007761731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlas Navigators, LLC
- EIN
- 47-2544071
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,011,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,011,420
- Employer contributions
- $442,812
- Participant contributions
- $1,173,047
- Total income / additions
- $2,734,762
- Benefits paid
- $834,466
- Administrative expenses
- $96,935
- Total expenses
- $931,401
- Net increase / (decrease)
- $1,803,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Assetmark | RECORDKEEPER | $67,594 | not reported in the loaded dataset |
| Kimberlin Company, Pllc | AUDITOR | $15,250 | not reported in the loaded dataset |
| Matthews, Gold, Kennedy Snow, Inc. | THIRD PARTY ADMINISTRATO | $8,380 | not reported in the loaded dataset |