2023 Form 5500 filing — Atlas Companies Employees Retirement 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 20240923115406NAL0020334672001) for Atlas Companies Employees Retirement Plan, reported by Atlas Toyota Material Handling, LLC under EIN 27-4350763 and plan number 001. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923115406NAL0020334672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlas Toyota Material Handling, LLC
- EIN
- 27-4350763
- Plan number
- 001
- Location
- Elk Grove Village, IL
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,056,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,056,580
- Employer contributions
- $1,434,198
- Participant contributions
- $3,207,255
- Total income / additions
- $16,813,458
- Benefits paid
- $2,969,295
- Administrative expenses
- $142,211
- Total expenses
- $3,108,035
- Net increase / (decrease)
- $13,705,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial, Inc | NONE | $84,616 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $57,595 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |