Atmosphere Group, Inc. Tax Deferred Plan — Form 5500 plan (Atmosphere 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, Atmosphere Group, Inc. Tax Deferred Plan is a benefit plan reported by Atmosphere Group, Inc. under EIN 38-2209712 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $17,208,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atmosphere Group, Inc.
EIN
38-2209712
Plan number
001
Plan type
2
Location
Wixom, MI
Latest filing year
2023
Participants
170
End-of-year plan assets
$17,208,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20240920105335NAL0015186066001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,208,990
Total liabilities (EOY)
$0
Net assets (EOY)
$17,208,990
Net assets (BOY)
$16,122,189

Income & contributions

Employer contributions
$355,798
Participant contributions
$1,097,343
Total contributions
$1,453,141
Total income / additions
$4,242,414

Expenses & distributions

Benefits paid
$3,084,171
Administrative expenses
$71,442
Total expenses
$3,155,613
Net increase / (decrease)
$1,086,801

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gregory J. Schwartz & Co., Inc.ADVISOR$43,412not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$28,030$02023

Related Form 5500 pages