2023 Form 5500 filing — Atonne Group 401k Retirement 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 20241008150047NAL0017842945001) for Atonne Group 401k Retirement Savings Plan, reported by Atonne Group LLC under EIN 20-2973872 and plan number 001. It reports 980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008150047NAL0017842945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atonne Group LLC
- EIN
- 20-2973872
- Plan number
- 001
- Location
- Wyoming, MI
- Participants
- 980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,324,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,324,507
- Employer contributions
- $748,061
- Participant contributions
- $2,839,060
- Total income / additions
- $11,546,593
- Benefits paid
- $6,138,697
- Administrative expenses
- $17,954
- Total expenses
- $6,156,651
- Net increase / (decrease)
- $5,389,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Doeren Mayhew Assurance | NONE | $10,150 | not reported in the loaded dataset |
| Pathway Benefit Services, Inc. | NONE | $7,590 | $0 |
| Centennial Securities Co | NONE | $0 | $0 |