Atlas World Group, Inc. Retirement Plan — Form 5500 plan (Atlas World Group, 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 World Group, Inc. Retirement Plan is a benefit plan reported by Atlas World Group, Inc. under EIN 35-1938544 and plan number 001. The latest loaded filing year is 2023. The filing reports 738 participants and $67,927,172 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlas World Group, Inc.
EIN
35-1938544
Plan number
001
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
738
End-of-year plan assets
$67,927,172

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023738H, C20241011133424NAL0021949889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,927,172
Total liabilities (EOY)
$0
Net assets (EOY)
$67,927,172
Net assets (BOY)
$58,624,338

Income & contributions

Employer contributions
$1,940,623
Participant contributions
$2,815,426
Total contributions
$4,800,433
Total income / additions
$15,125,491

Expenses & distributions

Benefits paid
$5,637,464
Administrative expenses
$185,193
Total expenses
$5,822,657
Net increase / (decrease)
$9,302,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$71,513$02023
Capital Strategies Investment GroupNONE$42,000not reported in the loaded dataset2023
Weinzapfel And Co. LLCNONE$19,400not reported in the loaded dataset2023

Related Form 5500 pages