Atlanco 401(K) & Profit Sharing Plan — Form 5500 plan (Atlanco, LLC)

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, Atlanco 401(K) & Profit Sharing Plan is a benefit plan reported by Atlanco, LLC under EIN 38-3935456 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $7,884,588 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlanco, LLC
EIN
38-3935456
Plan number
001
Plan type
2
Location
Marietta, GA
Latest filing year
2023
Participants
117
End-of-year plan assets
$7,884,588

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20241015181920NAL0017032979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,884,588
Total liabilities (EOY)
$0
Net assets (EOY)
$7,884,588
Net assets (BOY)
$7,828,931

Income & contributions

Employer contributions
$90,760
Participant contributions
$256,612
Total contributions
$347,372
Total income / additions
$1,565,582

Expenses & distributions

Benefits paid
$1,476,576
Administrative expenses
$33,349
Total expenses
$1,509,925
Net increase / (decrease)
$55,657

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Swbc Investment Advisory ServicesINVESTMENT ADVISOR$18,187not reported in the loaded dataset2023
Ameritas Life Insurance CorpRECORDKEEPER$15,162$02023

Related Form 5500 pages