2023 Form 5500 filing — Dna Twopointo, Inc., Dba Atum Retirement Trust
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 20241008165717NAL0018029521001) for Dna Twopointo, Inc., Dba Atum Retirement Trust, reported by Dna Twopointo, Inc., under EIN 74-3076460 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008165717NAL0018029521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dna Twopointo, Inc.,
- EIN
- 74-3076460
- Plan number
- 001
- Location
- Newark, CA
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,326,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,326,525
- Employer contributions
- $968,258
- Participant contributions
- $1,982,606
- Total income / additions
- $7,214,060
- Benefits paid
- $1,210,591
- Administrative expenses
- $10,181
- Total expenses
- $1,220,772
- Net increase / (decrease)
- $5,993,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Monterey Private Wealth | ADVISOR | $6,141 | not reported in the loaded dataset |