Attic Angel Association 401(K) Retirement Plan — Form 5500 plan (Attic Angel Association)
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, Attic Angel Association 401(K) Retirement Plan is a benefit plan reported by Attic Angel Association under EIN 39-0854841 and plan number 002. The latest loaded filing year is 2023. The filing reports 297 participants and $7,917,469 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.9MPlan net assets, end of year$7,883,814
Participants297Covered participants reported
Assets / participant$26.7KComputed: assets ÷ participants$26,658 (computed)
Provider compensation$61.9K2 Schedule C provider row(s)$61,904
- Plan sponsor
- Attic Angel Association
- EIN
- 39-0854841
- Plan number
- 002
- Plan type
- 2
- Location
- Middleton, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241015153204NAL0028944193001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities$33.7K
Full reported line items
Net assets
- Total assets (EOY)
- $7,917,469
- Total liabilities (EOY)
- $33,655
- Net assets (EOY)
- $7,883,814
- Net assets (BOY)
- $7,022,404
Income & contributions
- Employer contributions
- $195,043
- Participant contributions
- $705,778
- Total contributions
- $921,682
- Total income / additions
- $1,941,619
Expenses & distributions
- Benefits paid
- $1,005,632
- Administrative expenses
- $59,605
- Total expenses
- $1,080,209
- Net increase / (decrease)
- $861,410
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $42,028 | $2,301 | 2023 |
| Robert W. Baird & Co. Inc. | NONE | $17,575 | not reported in the loaded dataset | 2023 |