Atalys 401(K) Plan — Form 5500 plan (Atalys 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, Atalys 401(K) Plan is a benefit plan reported by Atalys LLC under EIN 88-2793261 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $11,703,808 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.7MPlan net assets, end of year$11,703,808
Participants268Covered participants reported
Assets / participant$43.7KComputed: assets ÷ participants$43,671 (computed)
Provider compensation$36.6K3 Schedule C provider row(s)$36,606
- Plan sponsor
- Atalys LLC
- EIN
- 88-2793261
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241010080253NAL0035221232001 |
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)$11.7M total assets
Net assets$11.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,703,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,703,808
- Net assets (BOY)
- $9,186,778
Income & contributions
- Employer contributions
- $282,982
- Participant contributions
- $1,102,715
- Total contributions
- $1,573,029
- Total income / additions
- $3,283,510
Expenses & distributions
- Benefits paid
- $699,973
- Administrative expenses
- $36,606
- Total expenses
- $766,480
- Net increase / (decrease)
- $2,517,030
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $26,798 | $0 | 2023 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $9,125 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $683 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atalys LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Everhart Financial Group Inc Everha — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation