2023 Form 5500 filing — Atlas Healthcare, LLC 401k 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 20241014091144NAL0026881153001) for Atlas Healthcare, LLC 401k Plan, reported by Atlas Healthcare, LLC under EIN 84-2084149 and plan number 002. It reports 1,387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091144NAL0026881153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlas Healthcare, LLC
- EIN
- 84-2084149
- Plan number
- 002
- Location
- Toms River, NJ
- Participants
- 1,387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,295,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,295,896
- Employer contributions
- $420,995
- Participant contributions
- $1,482,326
- Total income / additions
- $5,624,942
- Benefits paid
- $3,142,110
- Administrative expenses
- $52,927
- Total expenses
- $3,224,104
- Net increase / (decrease)
- $2,400,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,927 | $0 |
| Cambridge Investment Research | ADVISOR | $0 | $30,913 |
| Alan Goodman Cpa Pc | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset |
| United Planners Financial Services | ADVISOR | $0 | $7,471 |
| National Financial Services LLC | PAYING AGENT | $0 | $4,343 |