Plan5500

Advanced Technology Leaders, Inc. Employee Benefit 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, Advanced Technology Leaders, Inc. Employee Benefit Plan is a benefit plan reported by Advanced Technology Leaders, Inc under EIN 90-1134145 and plan number 501. The latest loaded filing year is 2023. The filing reports 74 participants and $185,674 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
501
Plan type
2
Location
Martinez, GA
Latest filing year
2023
Participants
74
End-of-year plan assets
$185,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202374I, C20250416145216NAL0008601280001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$185,674
Total liabilities (EOY)
$42,486
Net assets (EOY)
$143,188
Net assets (BOY)
$44,722

Income & contributions

Employer contributions
$587,117
Participant contributions
$367,070
Total income / additions
$958,727

Expenses & distributions

Benefits paid
$433,950
Administrative expenses
$10,631
Total expenses
$860,261
Net increase / (decrease)
$98,466

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Pennant Group, LLCBROKER$29,840not reported in the loaded dataset2023
The Benecon GroupBROKER$18,645not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$10,631not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,074not reported in the loaded dataset2023

Related Form 5500 pages