Atlas-Ssi, Inc. 401(K) Savings Plan — Form 5500 plan (Atlas-Ssi, 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-Ssi, Inc. 401(K) Savings Plan is a benefit plan reported by Atlas-Ssi, Inc. under EIN 64-0900660 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $5,949,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlas-Ssi, Inc.
EIN
64-0900660
Plan number
001
Plan type
2
Location
Monticello, MS
Latest filing year
2023
Participants
182
End-of-year plan assets
$5,949,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20241008105053NAL0016475921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,949,313
Total liabilities (EOY)
$10,497
Net assets (EOY)
$5,938,816
Net assets (BOY)
$4,048,948

Income & contributions

Employer contributions
$200,568
Participant contributions
$506,110
Total contributions
$727,538
Total income / additions
$1,408,156

Expenses & distributions

Benefits paid
$206,236
Administrative expenses
$36,826
Total expenses
$243,062
Net increase / (decrease)
$1,165,094

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ballew AdvisorsADVISOR$34,872not reported in the loaded dataset2023
Mwg Retirement Plan ServicesRECORDKEEPER$1,954$02023

Related Form 5500 pages