Atec, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Atec, 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, Atec, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Atec, Inc. under EIN 74-1494962 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $25,930,399 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atec, Inc.
EIN
74-1494962
Plan number
001
Plan type
2
Location
Stafford, TX
Latest filing year
2023
Participants
398
End-of-year plan assets
$25,930,399

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023398H, C20241014102737NAL0013134499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,930,399
Total liabilities (EOY)
$0
Net assets (EOY)
$25,930,399
Net assets (BOY)
$20,331,509

Income & contributions

Employer contributions
$1,054,416
Participant contributions
$2,240,448
Total contributions
$3,402,289
Total income / additions
$7,217,574

Expenses & distributions

Benefits paid
$1,525,080
Administrative expenses
$93,604
Total expenses
$1,618,684
Net increase / (decrease)
$5,598,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesNONE$46,143not reported in the loaded dataset2023
Ascensus LLCNONE$44,654$442023

Related Form 5500 pages