How big is Atlantic & Southern Equipment, LLC's plan?

Atlantic & Southern Equipment, LLC's plan reported $8.8M in assets and 113 participants for 2024.

Original filing (PDF)20250630094653NAL0010971313001

Atlantic & Southern Equipment, LLC

Name: Atlantic & Southern Equipment, LLC — Atlantic &, Form 5500 (2024)
Creator: Atlantic & Southern Equipment, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlantic & Southern Equipment Savings & Profit Sharing Plan

401(k) retirement plan · Atlantic & Southern Equipment, LLC's Atlantic & Southern Equipment Savings & Profit Sharing Plan held $8.8M in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

106

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Katherine Kelly signed Atlantic & Southern Equipment, LLC's 2024 Form 5500 as plan administrator.

Katherine Kelly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Atlantic & Southern Equipment, LLC's EIN is 58-2659622.

EIN 58-2659622

Plan number 001

Plan year 2024

ACK ID 20250630094653NAL0010971313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atlantic & Southern Equipment, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atlantic & Southern Equipment, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATLANTIC & SOUTHERN EQUIPMENT, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off