Ati Holdings, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Ati Holdings, LLC)

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, Ati Holdings, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Ati Holdings, LLC under EIN 20-0619466 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,310 participants and $228,168,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ati Holdings, LLC
EIN
20-0619466
Plan number
001
Plan type
2
Location
Bolingbrook, IL
Latest filing year
2023
Participants
7,310
End-of-year plan assets
$228,168,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,310H, C20240923115107NAL0006619731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$228,168,066
Total liabilities (EOY)
$0
Net assets (EOY)
$228,168,066
Net assets (BOY)
$183,195,994

Income & contributions

Employer contributions
$5,354,391
Participant contributions
$19,908,837
Total contributions
$27,615,055
Total income / additions
$64,715,096

Expenses & distributions

Benefits paid
$19,129,676
Administrative expenses
$558,140
Total expenses
$19,743,024
Net increase / (decrease)
$44,972,072

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$509,315$02023
Crowe LlpACCOUNTANT$30,252not reported in the loaded dataset2023
Capital Strategies InvesCONTRACT ADMINISTRATOR$25,000not reported in the loaded dataset2023

Related Form 5500 pages