Atlas 401(K) Profit Sharing And Retirement Plan — Form 5500 plan (Atlas Machine & Supply 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 401(K) Profit Sharing And Retirement Plan is a benefit plan reported by Atlas Machine & Supply Inc. under EIN 61-0122980 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $24,031,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlas Machine & Supply Inc.
- EIN
- 61-0122980
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $24,031,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20240828051615NAL0005582083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,031,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,031,510
- Net assets (BOY)
- $20,433,462
Income & contributions
- Employer contributions
- $271,044
- Participant contributions
- $1,770,374
- Total contributions
- $2,342,284
- Total income / additions
- $6,271,683
Expenses & distributions
- Benefits paid
- $2,550,054
- Administrative expenses
- $91,340
- Total expenses
- $2,673,635
- Net increase / (decrease)
- $3,598,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $64,632 | $0 | 2023 |
| Hpm Partners, LLC | INVESTMENT/FINANCIAL ADVI | $26,709 | $0 | 2023 |