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ATLAS CAPITAL GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameATLAS CAPITAL GROUP, LLC 401(K) PLAN
Plan identification number 001

ATLAS CAPITAL GROUP, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ATLAS CAPITAL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:ATLAS CAPITAL GROUP, LLC
Employer identification number (EIN):204514093
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Additional information about ATLAS CAPITAL GROUP, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2004-09-21
Company Identification Number: 1489339
Legal Registered Office Address: 225 COURT ST
-
HAMILTON
United States of America (USA)
45011

More information about ATLAS CAPITAL GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLAS CAPITAL GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JEFFREY GOLDBERGER2013-06-12 JEFFREY GOLDBERGER2013-06-12
0012011-01-01JEFFREY GOLDBERGER2012-04-20 JEFFREY GOLDBERGER2012-04-20
0012009-01-01JEFFREY GOLDBERGER JEFFREY GOLDBERGER2010-06-23

Financial Data on ATLAS CAPITAL GROUP, LLC 401(K) PLAN

Measure Date Value
2025 : ATLAS CAPITAL GROUP, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-07618160
Net assets as of the end of the plan year2025-10-078363992
Total assets as of the beginning of the plan year2025-10-076843642
Value of plan covered by a fidelity bond2025-10-07500000
Participant contributions to plan in this plan year2025-10-07817740
Value of participant loans at end of plan year2025-10-075533
Other contributions to plan in this plan year2025-10-0786336
Other income to plan in this plan year2025-10-07988976
Plan net income in this plan year2025-10-071520350
Net assets as of the end of the plan year2025-10-078363992
Net assets as of the beginning of the plan year2025-10-076843642
Employer contributions to plan in this plan year2025-10-07245458
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0723913
2024 : ATLAS CAPITAL GROUP, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-271324999
Net assets as of the end of the plan year2024-09-276843642
Total assets as of the beginning of the plan year2024-09-275836214
Value of plan covered by a fidelity bond2024-09-27500000
Participant contributions to plan in this plan year2024-09-27915304
Value of participant loans at end of plan year2024-09-2711412
Other contributions to plan in this plan year2024-09-2727482
Other income to plan in this plan year2024-09-271114369
Plan net income in this plan year2024-09-271007428
Net assets as of the end of the plan year2024-09-276843642
Net assets as of the beginning of the plan year2024-09-275836214
Employer contributions to plan in this plan year2024-09-27275272
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2717228
2010 : ATLAS CAPITAL GROUP, LLC 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$82,696
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$270,092
Total plan assets at beginning of year2010-12-31$187,396
Value of fidelity bond covering the plan2010-12-31$199,000
Total contributions received or receivable from participants2010-12-31$43,134
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$38,143
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$82,696
Net plan assets at end of year (total assets less liabilities)2010-12-31$270,092
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$187,396
Total contributions received or receivable from employer(s)2010-12-31$1,419
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for ATLAS CAPITAL GROUP, LLC 401(K) PLAN

2009: ATLAS CAPITAL GROUP, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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