Atomic Credit Union, Inc. 401(K) Plan — Form 5500 plan (Atomic Credit Union, 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 Credit Union, Inc. 401(K) Plan is a benefit plan reported by Atomic Credit Union, Inc. under EIN 31-4415974 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $14,911,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atomic Credit Union, Inc.
EIN
31-4415974
Plan number
001
Plan type
2
Location
Piketon, OH
Latest filing year
2023
Participants
198
End-of-year plan assets
$14,911,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20240828051619NAL0006632947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,911,870
Total liabilities (EOY)
$0
Net assets (EOY)
$14,911,870
Net assets (BOY)
$12,093,619

Income & contributions

Employer contributions
$1,076,765
Participant contributions
$331,813
Total contributions
$1,413,218
Total income / additions
$3,490,465

Expenses & distributions

Benefits paid
$642,293
Administrative expenses
$29,413
Total expenses
$672,214
Net increase / (decrease)
$2,818,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT/FINANCIAL ADVI$24,380$02023
Adp, Inc.RECORD KEEPER$5,031$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages