Atlas Oil Company 401(K) Plan — Form 5500 plan (Atlas Oil Company)
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 Oil Company 401(K) Plan is a benefit plan reported by Atlas Oil Company under EIN 38-3225417 and plan number 001. The latest loaded filing year is 2023. The filing reports 758 participants and $15,647,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlas Oil Company
- EIN
- 38-3225417
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, MI
- Latest filing year
- 2023
- Participants
- 758
- End-of-year plan assets
- $15,647,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 758 | H, C | 20240919143627NAL0012142130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,647,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,647,492
- Net assets (BOY)
- $11,862,802
Income & contributions
- Employer contributions
- $608,969
- Participant contributions
- $2,360,183
- Total contributions
- $3,675,826
- Total income / additions
- $5,856,144
Expenses & distributions
- Benefits paid
- $1,990,184
- Administrative expenses
- $81,372
- Total expenses
- $2,071,454
- Net increase / (decrease)
- $3,784,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $81,372 | $0 | 2023 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $31,856 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlas Oil Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Birmingham, MI
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Clearing Svcs (Wf Advs) — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation