Atlas Technologies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Atlas Technologies, 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 Technologies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Atlas Technologies, Inc. under EIN 58-2349469 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $35,213,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlas Technologies, Inc.
- EIN
- 58-2349469
- Plan number
- 001
- Plan type
- 2
- Location
- North Charleston, SC
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $35,213,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20240911152151NAL0004380483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,213,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,213,423
- Net assets (BOY)
- $28,556,071
Income & contributions
- Employer contributions
- $1,174,164
- Participant contributions
- $2,468,186
- Total contributions
- $3,836,517
- Total income / additions
- $9,013,000
Expenses & distributions
- Benefits paid
- $2,205,339
- Administrative expenses
- $132,735
- Total expenses
- $2,355,648
- Net increase / (decrease)
- $6,657,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $40,402 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,542 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,462 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $20,954 | not reported in the loaded dataset | 2023 |
| Davis & Company Cpas | AUDITOR | $10,400 | not reported in the loaded dataset | 2023 |
| Smith & Downey Pa | ATTORNEY | $975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlas Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in North Charleston, SC
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Davis & Company Cpas — Schedule C compensation
- Smith & Downey Pa — Schedule C compensation