Atac Tax Sheltered Savings Plan — Form 5500 plan (Atac)
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, Atac Tax Sheltered Savings Plan is a benefit plan reported by Atac under EIN 94-2599967 and plan number 002. The latest loaded filing year is 2023. The filing reports 135 participants and $47,331,294 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atac
- EIN
- 94-2599967
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Clara, CA
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $47,331,294
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20240807142322NAL0002109571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,331,294
- Net assets (EOY)
- $47,331,294
- Net assets (BOY)
- $44,632,976
Income & contributions
- Employer contributions
- $365,000
- Participant contributions
- $951,962
- Total contributions
- $2,020,052
- Total income / additions
- $6,693,795
Expenses & distributions
- Benefits paid
- $3,932,609
- Administrative expenses
- $62,868
- Total expenses
- $3,995,477
- Net increase / (decrease)
- $2,698,318
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner And Smi | RECORDKEEPER | $65,651 | not reported in the loaded dataset | 2023 |