2023 Form 5500 filing — Atlas Mechanical, Inc. 401(K)/Profit Sharing 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 20250311171120NAL0017875777001) for Atlas Mechanical, Inc. 401(K)/Profit Sharing Plan, reported by Atlas Mechanical, Inc. under EIN 33-0467796 and plan number 002. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311171120NAL0017875777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlas Mechanical, Inc.
- EIN
- 33-0467796
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,694,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,694,126
- Employer contributions
- $65,000
- Participant contributions
- $711,990
- Total income / additions
- $1,696,029
- Benefits paid
- $569,318
- Administrative expenses
- $44,135
- Total expenses
- $616,371
- Net increase / (decrease)
- $1,079,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cwm LLC | INVESTMENT ADVISOR | $22,520 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,558 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,057 | not reported in the loaded dataset |