2023 Form 5500 filing — Atac Tax Sheltered Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807142322NAL0002109571001) for Atac Tax Sheltered Savings Plan, reported by Atac under EIN 94-2599967 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807142322NAL0002109571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atac
- EIN
- 94-2599967
- Plan number
- 002
- Location
- Santa Clara, CA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,331,294
- Net assets (EOY)
- $47,331,294
- Employer contributions
- $365,000
- Participant contributions
- $951,962
- Total income / additions
- $6,693,795
- Benefits paid
- $3,932,609
- Administrative expenses
- $62,868
- Total expenses
- $3,995,477
- Net increase / (decrease)
- $2,698,318
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner And Smi | RECORDKEEPER | $65,651 | not reported in the loaded dataset |