Atac Tax Sheltered Savings Plan — Form 5500 plan (Atac)
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, Atac Tax Sheltered Savings Plan is a benefit plan reported by Atac under EIN 94-2599967 and plan number 002. The latest loaded filing year is 2023. The filing reports 135 participants and $47,331,294 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$47.3MPlan net assets, end of year$47,331,294
Participants135Covered participants reported
Assets / participant$350.6KComputed: assets ÷ participants$350,602 (computed)
Provider compensation$65.7K1 Schedule C provider row(s)$65,651
- Plan sponsor
- Atac
- EIN
- 94-2599967
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Clara, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20240807142322NAL0002109571001 |
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)$47.3M total assets
Net assets$47.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $47,331,294
- Net assets (EOY)
- $47,331,294
- Net assets (BOY)
- $44,632,976
Income & contributions
- Employer contributions
- $365,000
- Participant contributions
- $951,962
- Total contributions
- $2,020,052
- Total income / additions
- $6,693,795
Expenses & distributions
- Benefits paid
- $3,932,609
- Administrative expenses
- $62,868
- Total expenses
- $3,995,477
- Net increase / (decrease)
- $2,698,318
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.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner And Smi | RECORDKEEPER | $65,651 | not reported in the loaded dataset | 2023 |