Atlas Butler 401(K) Plan — Form 5500 plan (Atlas Capital Services, 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 Butler 401(K) Plan is a benefit plan reported by Atlas Capital Services, Inc. under EIN 31-1269810 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $8,151,761 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.2MPlan net assets, end of year$8,151,761
Participants177Covered participants reported
Assets / participant$46.1KComputed: assets ÷ participants$46,055 (computed)
Provider compensation$49.9K3 Schedule C provider row(s)$49,875
- Plan sponsor
- Atlas Capital Services, Inc.
- EIN
- 31-1269810
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241014135011NAL0027466273001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.2M total assets
Net assets$8.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,151,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,151,761
- Net assets (BOY)
- $7,105,490
Income & contributions
- Employer contributions
- $164,930
- Participant contributions
- $884,054
- Total contributions
- $1,069,317
- Total income / additions
- $2,277,510
Expenses & distributions
- Benefits paid
- $1,185,951
- Administrative expenses
- $45,288
- Total expenses
- $1,231,239
- Net increase / (decrease)
- $1,046,271
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
16%84%
Employer 16%Participant 84%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,681 | $0 | 2023 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $22,794 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlas Capital Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Everhart Financial Group Inc Everha — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation