2023 Form 5500 filing — Atomic Credit Union, Inc. 401(K) 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 20240828051619NAL0006632947001) for Atomic Credit Union, Inc. 401(K) Plan, reported by Atomic Credit Union, Inc. under EIN 31-4415974 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828051619NAL0006632947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atomic Credit Union, Inc.
- EIN
- 31-4415974
- Plan number
- 001
- Location
- Piketon, OH
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,911,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,911,870
- Employer contributions
- $1,076,765
- Participant contributions
- $331,813
- Total income / additions
- $3,490,465
- Benefits paid
- $642,293
- Administrative expenses
- $29,413
- Total expenses
- $672,214
- Net increase / (decrease)
- $2,818,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $24,380 | $0 |
| Adp, Inc. | RECORD KEEPER | $5,031 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |