Atlas Navigators 401(K) Plan — Form 5500 plan (Atlas Navigators, 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 Navigators 401(K) Plan is a benefit plan reported by Atlas Navigators, LLC under EIN 47-2544071 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $7,011,420 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlas Navigators, LLC
EIN
47-2544071
Plan number
001
Plan type
2
Location
Colorado Springs, CO
Latest filing year
2023
Participants
330
End-of-year plan assets
$7,011,420

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023330H, C20250110121101NAL0007761731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,011,420
Total liabilities (EOY)
$0
Net assets (EOY)
$7,011,420
Net assets (BOY)
$5,208,059

Income & contributions

Employer contributions
$442,812
Participant contributions
$1,173,047
Total contributions
$1,764,197
Total income / additions
$2,734,762

Expenses & distributions

Benefits paid
$834,466
Administrative expenses
$96,935
Total expenses
$931,401
Net increase / (decrease)
$1,803,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AssetmarkRECORDKEEPER$67,594not reported in the loaded dataset2023
Kimberlin Company, PllcAUDITOR$15,250not reported in the loaded dataset2023
Matthews, Gold, Kennedy Snow, Inc.THIRD PARTY ADMINISTRATO$8,380not reported in the loaded dataset2023

Related Form 5500 pages