2023 Form 5500 filing — Athletics Investment Group 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 20241015190534NAL0030711937001) for Athletics Investment Group 401(K) Plan, reported by Athletics Investment Group LLC Dba Oakland Athletics Baseball Company under EIN 94-3232189 and plan number 002. It reports 1,595 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)$35.4MReported net assets$35,379,581
Participants1.6K1,595
Provider compensation$60.1K2 Schedule C row(s)$60,054
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015190534NAL0030711937001
- Plan sponsor
- Athletics Investment Group LLC Dba Oakland Athletics Baseball Company
- EIN
- 94-3232189
- Plan number
- 002
- Location
- Oakland, CA
- 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)$35.4M total assets
Net assets$35.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $35,379,581
- Net assets (EOY)
- $35,379,581
- Employer contributions
- $1,507,712
- Participant contributions
- $2,007,673
- Total income / additions
- $8,819,320
- Benefits paid
- $1,478,911
- Administrative expenses
- $59,925
- Total expenses
- $1,563,150
- Net increase / (decrease)
- $7,256,170
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $59,925 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $129 | $0 |