Atl Retirement & Savings Plan — Form 5500 plan (Advanced Technology Leaders, 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, Atl Retirement & Savings Plan is a benefit plan reported by Advanced Technology Leaders, Inc under EIN 90-1134145 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $4,394,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Technology Leaders, Inc
EIN
90-1134145
Plan number
001
Plan type
2
Location
Martinez, GA
Latest filing year
2023
Participants
269
End-of-year plan assets
$4,394,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023269H, C20250430125014NAL0003884034001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,394,954
Total liabilities (EOY)
$0
Net assets (EOY)
$4,394,954
Net assets (BOY)
$2,820,715

Income & contributions

Employer contributions
$411,318
Participant contributions
$878,251
Total contributions
$1,581,266
Total income / additions
$2,105,099

Expenses & distributions

Benefits paid
$520,502
Administrative expenses
$10,099
Total expenses
$530,860
Net increase / (decrease)
$1,574,239

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner&SmithRETAINED BY EMPLOYER$5,130not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$4,069$02023

Related Form 5500 pages