Solar Atmospheres Inc. 401k Profit Sharing Plan — Form 5500 plan (Solar Atmospheres 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, Solar Atmospheres Inc. 401k Profit Sharing Plan is a benefit plan reported by Solar Atmospheres Inc. under EIN 23-2363698 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $40,730,312 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Solar Atmospheres Inc.
EIN
23-2363698
Plan number
001
Plan type
2
Location
Souderton, PA
Latest filing year
2023
Participants
334
End-of-year plan assets
$40,730,312

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023334H, C20240729144022NAL0011134627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,730,312
Total liabilities (EOY)
$0
Net assets (EOY)
$40,730,312
Net assets (BOY)
$34,887,546

Income & contributions

Employer contributions
$1,028,939
Participant contributions
$2,167,805
Total contributions
$3,253,618
Total income / additions
$8,591,244

Expenses & distributions

Benefits paid
$2,550,679
Administrative expenses
$197,799
Total expenses
$2,748,478
Net increase / (decrease)
$5,842,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$115,517$02023
Girard Advisory Services, LLCINVESTMENT ADVISOR$71,472not reported in the loaded dataset2023
The Paragon Alliance Group, LLCCONTRACT ADMIN$0$28,8742023
Caron & Bletzer, PllcAUDITOR$10,800not reported in the loaded dataset2023

Related Form 5500 pages