2023 Form 5500 filing — Atlas World Group, Inc. 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 20241011133424NAL0021949889001) for Atlas World Group, Inc. Retirement Plan, reported by Atlas World Group, Inc. under EIN 35-1938544 and plan number 001. It reports 738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133424NAL0021949889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlas World Group, Inc.
- EIN
- 35-1938544
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 738
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,927,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,927,172
- Employer contributions
- $1,940,623
- Participant contributions
- $2,815,426
- Total income / additions
- $15,125,491
- Benefits paid
- $5,637,464
- Administrative expenses
- $185,193
- Total expenses
- $5,822,657
- Net increase / (decrease)
- $9,302,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $71,513 | $0 |
| Capital Strategies Investment Group | NONE | $42,000 | not reported in the loaded dataset |
| Weinzapfel And Co. LLC | NONE | $19,400 | not reported in the loaded dataset |