2023 Form 5500 filing — Ats Automation, Inc. 401(K) 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 20241015133401NAL0028590113001) for Ats Automation, Inc. 401(K) Plan, reported by Ats Automation, Inc. under EIN 91-1354987 and plan number 001. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015133401NAL0028590113001
Filing year
2023
Form type
2
Plan sponsor
Ats Automation, Inc.
EIN
91-1354987
Plan number
001
Location
Renton, WA
Participants
390
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$51,766,660
Total liabilities (EOY)
$0
Net assets (EOY)
$51,766,660
Employer contributions
$1,364,683
Participant contributions
$2,905,033
Total income / additions
$12,242,778
Benefits paid
$3,682,119
Administrative expenses
$29,314
Total expenses
$3,711,433
Net increase / (decrease)
$8,531,345
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capital Group Retirement ServicesRECORDKEEPER$2,262$0
Stephen M Koch & Co., Inc.CONTRACT ADMIN$1,025not reported in the loaded dataset

Related Form 5500 pages