2023 Form 5500 filing — Athena Health Care Associates, Inc. 401k 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 20250715083809NAL0001885249001) for Athena Health Care Associates, Inc. 401k Plan, reported by Athena Health Care Associates, Inc. under EIN 06-1116677 and plan number 334. It reports 12,293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715083809NAL0001885249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Athena Health Care Associates, Inc.
- EIN
- 06-1116677
- Plan number
- 334
- Location
- Farmington, CT
- Participants
- 12,293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,357,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,357,334
- Employer contributions
- $1,437,944
- Participant contributions
- $8,186,574
- Total income / additions
- $30,291,718
- Benefits paid
- $17,294,727
- Administrative expenses
- $221,302
- Total expenses
- $17,616,091
- Net increase / (decrease)
- $12,675,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $143,915 | $0 |
| Planned Retirement Consultants | CONSULTANT | $56,887 | not reported in the loaded dataset |
| Pfk O'Connor Davies, Llp | AUDITOR | $20,500 | not reported in the loaded dataset |