Original filing (PDF)20240920182427NAL0007887409001

ATLAS CAPITAL, INC.

Name: ATLAS CAPITAL, INC. — ATLAS CAPITAL, INC. DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: ATLAS CAPITAL, INC.

Form 5500-SF

FILING_RECEIVED

ATLAS CAPITAL, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLAS CAPITAL, INC..

Plan sponsor

Name

ATLAS CAPITAL, INC.

EIN

90-0353681

Address

240 N. VIRGIL AVE., STE. 16A · LOS ANGELES, CA · 90004

Phone

(310) 200-6326

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-20

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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