2023 Form 5500 filing — Atlas Distributing 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 20241002153749NAL0009073809001) for Atlas Distributing 401(K) Plan, reported by Atlas Distributing, Inc. under EIN 04-3247811 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002153749NAL0009073809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlas Distributing, Inc.
- EIN
- 04-3247811
- Plan number
- 001
- Location
- Auburn, MA
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,922,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,922,848
- Employer contributions
- $305,353
- Participant contributions
- $544,591
- Total income / additions
- $3,422,684
- Benefits paid
- $523,482
- Administrative expenses
- $1,688
- Total expenses
- $525,170
- Net increase / (decrease)
- $2,897,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR/BROKER | $0 | $31,610 |
| National Financial Services LLC | PAYING AGENT | $0 | $30,956 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,238 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $450 | $0 |