2023 Form 5500 filing — Athens Insurance Service, Inc 401(K) 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 20241008120906NAL0016587617001) for Athens Insurance Service, Inc 401(K) Plan, reported by Athens Insurance Service, Inc. under EIN 68-0177136 and plan number 001. It reports 572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008120906NAL0016587617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Athens Insurance Service, Inc.
- EIN
- 68-0177136
- Plan number
- 001
- Location
- Concord, CA
- Participants
- 572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,738,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,738,189
- Employer contributions
- $998,004
- Participant contributions
- $3,359,621
- Total income / additions
- $11,092,760
- Benefits paid
- $1,847,396
- Administrative expenses
- $54,056
- Total expenses
- $1,901,395
- Net increase / (decrease)
- $9,191,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Capital Investment Advisors, | NONE | $30,000 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $12,838 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,623 | $0 |