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, Atria Wealth Solutions 401(K) Plan is a benefit plan reported by Atria Wealth Solutions, Inc. under EIN 82-5185377 and plan number 001. The latest loaded filing year is 2023. The filing reports 867 participants and $48,944,354 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,944,354
- Total liabilities (EOY)
- $10,414
- Net assets (EOY)
- $48,933,940
- Net assets (BOY)
- $42,949,328
Income & contributions
- Employer contributions
- $1,395,184
- Participant contributions
- $4,890,815
- Total contributions
- $6,634,549
- Total income / additions
- $14,178,436
Expenses & distributions
- Benefits paid
- $8,193,824
- Administrative expenses
- $0
- Total expenses
- $8,193,824
- Net increase / (decrease)
- $5,984,612