Atalco LLC Employee Savings Plan — Form 5500 plan (Atalco Gramercy, 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, Atalco LLC Employee Savings Plan is a benefit plan reported by Atalco Gramercy, LLC under EIN 81-4054864 and plan number 001. The latest loaded filing year is 2023. The filing reports 698 participants and $55,668,504 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atalco Gramercy, LLC
EIN
81-4054864
Plan number
001
Plan type
2
Location
Gramercy, LA
Latest filing year
2023
Participants
698
End-of-year plan assets
$55,668,504

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023698H, C20241015100718NAL0028015537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,668,504
Total liabilities (EOY)
$0
Net assets (EOY)
$55,668,504
Net assets (BOY)
$49,601,365

Income & contributions

Employer contributions
$2,097,721
Participant contributions
$4,028,539
Total contributions
$6,186,843
Total income / additions
$13,590,359

Expenses & distributions

Benefits paid
$7,457,396
Administrative expenses
$39,434
Total expenses
$7,523,220
Net increase / (decrease)
$6,067,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerCONSULTANT$26,250not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$13,184$02023

Related Form 5500 pages