Ats Esop Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ats Esop Holdings, 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, Ats Esop Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ats Esop Holdings, Inc. under EIN 84-4088111 and plan number 002. The latest loaded filing year is 2023. The filing reports 576 participants and $27,994,493 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.8MPlan net assets, end of year$18,845,678
Participants576Covered participants reported
Assets / participant$48.6KComputed: assets ÷ participants$48,602 (computed)
Provider compensationNone reported
- Plan sponsor
- Ats Esop Holdings, Inc.
- EIN
- 84-4088111
- Plan number
- 002
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 576 | H | 20241009140134NAL0019393937001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$28M total assets
Net assets$18.8MLiabilities$9.1M
Full reported line items
Net assets
- Total assets (EOY)
- $27,994,493
- Total liabilities (EOY)
- $9,148,815
- Net assets (EOY)
- $18,845,678
- Net assets (BOY)
- $10,980,654
Income & contributions
- Employer contributions
- $691,397
- Total contributions
- $691,397
- Total income / additions
- $9,311,142
Expenses & distributions
- Benefits paid
- $1,068,328
- Administrative expenses
- $0
- Total expenses
- $1,446,118
- Net increase / (decrease)
- $7,865,024
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.