Atonne Group 401k Retirement Savings Plan — Form 5500 plan (Atonne Group 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, Atonne Group 401k Retirement Savings Plan is a benefit plan reported by Atonne Group LLC under EIN 20-2973872 and plan number 001. The latest loaded filing year is 2023. The filing reports 980 participants and $44,324,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atonne Group LLC
- EIN
- 20-2973872
- Plan number
- 001
- Plan type
- 2
- Location
- Wyoming, MI
- Latest filing year
- 2023
- Participants
- 980
- End-of-year plan assets
- $44,324,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 980 | H, C | 20241008150047NAL0017842945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,324,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,324,507
- Net assets (BOY)
- $38,934,565
Income & contributions
- Employer contributions
- $748,061
- Participant contributions
- $2,839,060
- Total contributions
- $3,656,480
- Total income / additions
- $11,546,593
Expenses & distributions
- Benefits paid
- $6,138,697
- Administrative expenses
- $17,954
- Total expenses
- $6,156,651
- Net increase / (decrease)
- $5,389,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Doeren Mayhew Assurance | NONE | $10,150 | not reported in the loaded dataset | 2023 |
| Pathway Benefit Services, Inc. | NONE | $7,590 | $0 | 2023 |
| Centennial Securities Co | NONE | $0 | $0 | 2023 |