Atane 401(K) And Profit Sharing Plan — Form 5500 plan (Atane Engineers, Architects And Land Surveyors, D.P.C.)
Plain-English plan 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, Atane 401(K) And Profit Sharing Plan is a benefit plan reported by Atane Engineers, Architects And Land Surveyors, D.P.C. under EIN 13-3779703 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $35,905,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atane Engineers, Architects And Land Surveyors, D.P.C.
- EIN
- 13-3779703
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $35,905,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20240926102810NAL0000307187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,905,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,905,216
- Net assets (BOY)
- $32,661,360
Income & contributions
- Employer contributions
- $156,952
- Participant contributions
- $1,510,183
- Total contributions
- $1,702,210
- Total income / additions
- $6,761,012
Expenses & distributions
- Benefits paid
- $3,395,309
- Administrative expenses
- $84,280
- Total expenses
- $3,517,156
- Net increase / (decrease)
- $3,243,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,659 | $0 | 2023 |
| Jp Morgan Securities LLC | INVESTMENT ADVISOR | $31,698 | not reported in the loaded dataset | 2023 |
| Pkf O' Connor Davies Llp | ACCOUNTANT/AUDITOR | $17,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atane Engineers, Architects And Land Surveyors, D.P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Fidelity Investments Institutional — Schedule C compensation
- Jp Morgan Securities LLC — Schedule C compensation
- Pkf O' Connor Davies Llp — Schedule C compensation