2023 Form 5500 filing — Atalian Global Services 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 20241014153324NAL0045118112002) for Atalian Global Services 401k Plan, reported by Atalian Global Services Inc, under EIN 13-2622538 and plan number 002. It reports 1,773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153324NAL0045118112002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atalian Global Services Inc,
- EIN
- 13-2622538
- Plan number
- 002
- Location
- Jersey City, NJ
- Participants
- 1,773
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,618,436
- Net assets (EOY)
- $14,618,436
- Employer contributions
- $175,699
- Participant contributions
- $1,362,901
- Total income / additions
- $3,869,040
- Benefits paid
- $2,905,705
- Administrative expenses
- $118,872
- Total expenses
- $3,029,704
- Net increase / (decrease)
- $839,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $118,872 | $0 |
| Sageview Advisory Consulting Group | INVESTMENT ADVISORY | $0 | $31,033 |