Atrium Insight Inc. 401(K) — Form 5500 plan (Atrium Insight 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, Atrium Insight Inc. 401(K) is a benefit plan reported by Atrium Insight Inc. under EIN 82-4061741 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $8,690,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atrium Insight Inc.
- EIN
- 82-4061741
- Plan number
- 001
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $8,690,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241009142111NAL0019421825002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,690,723
- Net assets (EOY)
- $8,690,723
- Net assets (BOY)
- $5,618,278
Income & contributions
- Employer contributions
- $319,057
- Participant contributions
- $1,554,426
- Total contributions
- $2,083,022
- Total income / additions
- $3,473,376
Expenses & distributions
- Benefits paid
- $380,147
- Administrative expenses
- $6,326
- Total expenses
- $400,931
- Net increase / (decrease)
- $3,072,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilshire Associates | INVESTMENT ADVISOR | $3,367 | not reported in the loaded dataset | 2023 |
| Insperity Retirement Services | RECORDKEEPER | $962 | not reported in the loaded dataset | 2023 |