Dna Twopointo, Inc., Dba Atum Retirement Trust — Form 5500 plan (Dna Twopointo, 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, Dna Twopointo, Inc., Dba Atum Retirement Trust is a benefit plan reported by Dna Twopointo, Inc., under EIN 74-3076460 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $24,326,525 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dna Twopointo, Inc.,
EIN
74-3076460
Plan number
001
Plan type
2
Location
Newark, CA
Latest filing year
2023
Participants
199
End-of-year plan assets
$24,326,525

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20241008165717NAL0018029521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,326,525
Total liabilities (EOY)
$0
Net assets (EOY)
$24,326,525
Net assets (BOY)
$18,333,237

Income & contributions

Employer contributions
$968,258
Participant contributions
$1,982,606
Total contributions
$3,316,361
Total income / additions
$7,214,060

Expenses & distributions

Benefits paid
$1,210,591
Administrative expenses
$10,181
Total expenses
$1,220,772
Net increase / (decrease)
$5,993,288

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Monterey Private WealthADVISOR$6,141not reported in the loaded dataset2023

Related Form 5500 pages