Atlas Distributing 401(K) Plan — Form 5500 plan (Atlas Distributing, Inc.)
Plain-English plan 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, Atlas Distributing 401(K) Plan is a benefit plan reported by Atlas Distributing, Inc. under EIN 04-3247811 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $16,922,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlas Distributing, Inc.
- EIN
- 04-3247811
- Plan number
- 001
- Plan type
- 2
- Location
- Auburn, MA
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $16,922,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20241002153749NAL0009073809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,922,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,922,848
- Net assets (BOY)
- $14,025,334
Income & contributions
- Employer contributions
- $305,353
- Participant contributions
- $544,591
- Total contributions
- $849,944
- Total income / additions
- $3,422,684
Expenses & distributions
- Benefits paid
- $523,482
- Administrative expenses
- $1,688
- Total expenses
- $525,170
- Net increase / (decrease)
- $2,897,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR/BROKER | $0 | $31,610 | 2023 |
| National Financial Services LLC | PAYING AGENT | $0 | $30,956 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,238 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $450 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlas Distributing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Auburn, MA
- Kestra Investment Services LLC — Schedule C compensation
- National Financial Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation