401k Plan data: ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN plan

ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan Name	ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN
Plan identification number	502

ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

ATA ADVISORY, LLC has sponsored the creation of one or more 401k plans.

Company Name: ATA ADVISORY, LLC

Employer identification number (EIN): 934967814

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2024-01-01 JERRY SMITH
502 2023-01-01
502 2023-01-01 JERRY SMITH

Plan Statistics for ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN

Measure Date Value
2023: ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 208
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 208

Measure	Date	Value
2023: ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	208
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	208

Form 5500 Responses for ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN

2023: ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

943338

Policy instance

Insurance contract or identification number	943338
Number of Individuals Covered	208
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $34,769
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $238,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )

Policy contract number

41700241263

Policy instance

Insurance contract or identification number	41700241263
Number of Individuals Covered	119
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $43,559
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $434,696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

Policy instance

Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ATA ADVISORY, LLC
Employer identification number (EIN):	934967814
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Plan id#	Filing Submission Date	Name of Administrator
502	2024-01-01	JERRY SMITH
502	2023-01-01
502	2023-01-01	JERRY SMITH