Atlantic Group 401(K)Plan — Form 5500 plan (Atlantic Engineering 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, Atlantic Group 401(K)Plan is a benefit plan reported by Atlantic Engineering Group, Inc. under EIN 58-2227243 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $3,364,108 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlantic Engineering Group, Inc.
EIN
58-2227243
Plan number
001
Plan type
2
Location
Buford, GA
Latest filing year
2023
Participants
343
End-of-year plan assets
$3,364,108

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20241015143820NAL0028792065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,364,108
Total liabilities (EOY)
$906
Net assets (EOY)
$3,363,202
Net assets (BOY)
$2,790,826

Income & contributions

Employer contributions
$251,096
Participant contributions
$499,117
Total contributions
$781,960
Total income / additions
$1,339,005

Expenses & distributions

Benefits paid
$735,880
Administrative expenses
$30,749
Total expenses
$766,629
Net increase / (decrease)
$572,376

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Mgmt IncPLAN ADMINISTRATOR$29,876not reported in the loaded dataset2023
Charles Schwab BankDIRECTED TRUSTEE$873$552023
Charles Schwab & Co. Inc.TRUST COMPANY$1not reported in the loaded dataset2023

Related Form 5500 pages