Athena Health Care Associates, Inc. 401k Plan — Form 5500 plan (Athena Health Care Associates, Inc.)
Plain-English plan 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, Athena Health Care Associates, Inc. 401k Plan is a benefit plan reported by Athena Health Care Associates, Inc. under EIN 06-1116677 and plan number 334. The latest loaded filing year is 2023. The filing reports 12,293 participants and $118,357,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athena Health Care Associates, Inc.
- EIN
- 06-1116677
- Plan number
- 334
- Plan type
- 2
- Location
- Farmington, CT
- Latest filing year
- 2023
- Participants
- 12,293
- End-of-year plan assets
- $118,357,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,293 | H, C | 20250715083809NAL0001885249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,357,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,357,334
- Net assets (BOY)
- $105,681,707
Income & contributions
- Employer contributions
- $1,437,944
- Participant contributions
- $8,186,574
- Total contributions
- $10,116,983
- Total income / additions
- $30,291,718
Expenses & distributions
- Benefits paid
- $17,294,727
- Administrative expenses
- $221,302
- Total expenses
- $17,616,091
- Net increase / (decrease)
- $12,675,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $143,915 | $0 | 2023 |
| Planned Retirement Consultants | CONSULTANT | $56,887 | not reported in the loaded dataset | 2023 |
| Pfk O'Connor Davies, Llp | AUDITOR | $20,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Athena Health Care Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Farmington, CT
- Lincoln National Corporation — Schedule C compensation
- Planned Retirement Consultants — Schedule C compensation
- Pfk O'Connor Davies, Llp — Schedule C compensation