Atrion Corporation 401(K) Savings Plan — Form 5500 plan (Atrion Corporation)
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, Atrion Corporation 401(K) Savings Plan is a benefit plan reported by Atrion Corporation under EIN 63-0821819 and plan number 003. The latest loaded filing year is 2023. The filing reports 853 participants and $59,087,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atrion Corporation
- EIN
- 63-0821819
- Plan number
- 003
- Plan type
- 2
- Location
- Allen, TX
- Latest filing year
- 2023
- Participants
- 853
- End-of-year plan assets
- $59,087,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 853 | H, C | 20241015091450NAL0027919441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,087,292
- Total liabilities (EOY)
- $34,295
- Net assets (EOY)
- $59,052,997
- Net assets (BOY)
- $53,083,810
Income & contributions
- Employer contributions
- $1,051,014
- Participant contributions
- $3,032,059
- Total contributions
- $4,793,360
- Total income / additions
- $13,124,583
Expenses & distributions
- Benefits paid
- $6,884,814
- Administrative expenses
- $171,142
- Total expenses
- $7,155,396
- Net increase / (decrease)
- $5,969,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Service Adv | NONE | $43,333 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $33,943 | $0 | 2023 |
| Huselton Morgan & Maultsby | NONE | $14,150 | not reported in the loaded dataset | 2023 |