2023 Form 5500 filing — Athens Paper Company, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002164758NAL0008646721001) for Athens Paper Company, Inc. 401(K) Retirement Plan, reported by Athens Paper Company, Inc. under EIN 62-0790238 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$16.3MReported net assets$16,254,864
Participants298
Provider compensation$25.8K3 Schedule C row(s)$25,755
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002164758NAL0008646721001
- Plan sponsor
- Athens Paper Company, Inc.
- EIN
- 62-0790238
- Plan number
- 002
- Location
- Nashville, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$16.3M total assets
Net assets$16.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,254,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,254,864
- Employer contributions
- $278,455
- Participant contributions
- $1,053,142
- Total income / additions
- $3,811,196
- Benefits paid
- $1,505,586
- Administrative expenses
- $4,681
- Total expenses
- $1,794,286
- Net increase / (decrease)
- $2,016,910
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $21,074 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,826 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,855 | $0 |