Plan5500

2023 Form 5500 filing — Atlas Technologies, Inc. 401(K) Profit Sharing 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 20240911152151NAL0004380483001) for Atlas Technologies, Inc. 401(K) Profit Sharing Plan, reported by Atlas Technologies, Inc. under EIN 58-2349469 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240911152151NAL0004380483001
Filing year
2023
Form type
2
Plan sponsor
Atlas Technologies, Inc.
EIN
58-2349469
Plan number
001
Location
North Charleston, SC
Participants
372
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$35,213,423
Total liabilities (EOY)
$0
Net assets (EOY)
$35,213,423
Employer contributions
$1,174,164
Participant contributions
$2,468,186
Total income / additions
$9,013,000
Benefits paid
$2,205,339
Administrative expenses
$132,735
Total expenses
$2,355,648
Net increase / (decrease)
$6,657,352
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement Partners LLCINVESTMENT ADVISOR$40,402not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$34,542$0
Empower Advisory Group, LLCINVESTMENT MGMT$25,462not reported in the loaded dataset
Kestra Advisory Services LLCINVESTMENT ADVISOR$20,954not reported in the loaded dataset
Davis & Company CpasAUDITOR$10,400not reported in the loaded dataset
Smith & Downey PaATTORNEY$975not reported in the loaded dataset

Related Form 5500 pages