Atlas Companies Employees Retirement Plan — Form 5500 plan (Atlas Toyota Material Handling, 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, Atlas Companies Employees Retirement Plan is a benefit plan reported by Atlas Toyota Material Handling, LLC under EIN 27-4350763 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $52,056,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlas Toyota Material Handling, LLC
- EIN
- 27-4350763
- Plan number
- 001
- Plan type
- 2
- Location
- Elk Grove Village, IL
- Latest filing year
- 2023
- Participants
- 413
- End-of-year plan assets
- $52,056,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 413 | H, C | 20240923115406NAL0020334672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,056,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,056,580
- Net assets (BOY)
- $38,351,157
Income & contributions
- Employer contributions
- $1,434,198
- Participant contributions
- $3,207,255
- Total contributions
- $6,777,285
- Total income / additions
- $16,813,458
Expenses & distributions
- Benefits paid
- $2,969,295
- Administrative expenses
- $142,211
- Total expenses
- $3,108,035
- Net increase / (decrease)
- $13,705,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial, Inc | NONE | $84,616 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $57,595 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlas Toyota Material Handling, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elk Grove Village, IL
- Mesirow Financial, Inc — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation