Atomic Design, Inc. 401(K) Plan — Form 5500 plan (Atomic Design, Inc.)
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, Atomic Design, Inc. 401(K) Plan is a benefit plan reported by Atomic Design, Inc. under EIN 23-2758268 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $7,517,426 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atomic Design, Inc.
- EIN
- 23-2758268
- Plan number
- 001
- Plan type
- 2
- Location
- Lititz, PA
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $7,517,426
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241009092556NAL0009070355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,517,426
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,517,426
- Net assets (BOY)
- $6,064,425
Income & contributions
- Employer contributions
- $325,859
- Participant contributions
- $530,972
- Total contributions
- $1,033,919
- Total income / additions
- $2,174,461
Expenses & distributions
- Benefits paid
- $649,672
- Administrative expenses
- $71,788
- Total expenses
- $721,460
- Net increase / (decrease)
- $1,453,001
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,769 | $0 | 2023 |
| Domani Wealth LLC | INVESTMENT ADVISOR | $16,566 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions | TPA | $2,765 | $6,606 | 2023 |
| Savant Capital LLC | INVESTMENT ADVISOR | $6,034 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,549 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atomic Design, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lititz, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Domani Wealth LLC — Schedule C compensation
- Pa Retirement Solutions — Schedule C compensation
- Savant Capital LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation