Atkins Kroll 401(K) Plan — Form 5500 plan (Atkins Kroll, 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, Atkins Kroll 401(K) Plan is a benefit plan reported by Atkins Kroll, Inc. under EIN 94-2254396 and plan number 003. The latest loaded filing year is 2023. The filing reports 262 participants and $14,263,863 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.3MPlan net assets, end of year$14,263,863
Participants262Covered participants reported
Assets / participant$54.4KComputed: assets ÷ participants$54,442 (computed)
Provider compensation$5.3K1 Schedule C provider row(s)$5,255
Plan sponsor
Atkins Kroll, Inc.
EIN
94-2254396
Plan number
003
Plan type
2
Location
Tamuning, GU
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241014230056NAL0027309217001
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)$14.3M total assets
Net assets$14.3MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$373.4K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$14,263,863
Total liabilities (EOY)
$0
Net assets (EOY)
$14,263,863
Net assets (BOY)
$11,879,438

Income & contributions

Employer contributions
$373,358
Participant contributions
$1,063,344
Total contributions
$1,517,386
Total income / additions
$3,463,452

Expenses & distributions

Benefits paid
$1,073,772
Administrative expenses
$5,255
Total expenses
$1,079,027
Net increase / (decrease)
$2,384,425
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.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Asc Trust, LLCTRUSTEE$5,255not reported in the loaded dataset2023

Related Form 5500 pages