Plan5500

Atlas Mechanical, Inc. 401(K)/Profit Sharing Plan — Form 5500 plan (Atlas Mechanical, 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, Atlas Mechanical, Inc. 401(K)/Profit Sharing Plan is a benefit plan reported by Atlas Mechanical, Inc. under EIN 33-0467796 and plan number 002. The latest loaded filing year is 2023. The filing reports 205 participants and $6,694,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlas Mechanical, Inc.
EIN
33-0467796
Plan number
002
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
205
End-of-year plan assets
$6,694,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20250311171120NAL0017875777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,694,126
Total liabilities (EOY)
$0
Net assets (EOY)
$6,694,126
Net assets (BOY)
$5,614,468

Income & contributions

Employer contributions
$65,000
Participant contributions
$711,990
Total contributions
$776,990
Total income / additions
$1,696,029

Expenses & distributions

Benefits paid
$569,318
Administrative expenses
$44,135
Total expenses
$616,371
Net increase / (decrease)
$1,079,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cwm LLCINVESTMENT ADVISOR$22,520not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$20,558$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,057not reported in the loaded dataset2023

Related Form 5500 pages