2023 Form 5500 filing — Atrium Insight Inc. 401(K)
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 20241009142111NAL0019421825002) for Atrium Insight Inc. 401(K), reported by Atrium Insight Inc. under EIN 82-4061741 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142111NAL0019421825002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atrium Insight Inc.
- EIN
- 82-4061741
- Plan number
- 001
- Location
- Carlsbad, CA
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,690,723
- Net assets (EOY)
- $8,690,723
- Employer contributions
- $319,057
- Participant contributions
- $1,554,426
- Total income / additions
- $3,473,376
- Benefits paid
- $380,147
- Administrative expenses
- $6,326
- Total expenses
- $400,931
- Net increase / (decrease)
- $3,072,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates | INVESTMENT ADVISOR | $3,367 | not reported in the loaded dataset |
| Insperity Retirement Services | RECORDKEEPER | $962 | not reported in the loaded dataset |