Athena Consulting LLC 401(K) Plan — Form 5500 plan (Athena Consulting LLC)
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 Consulting LLC 401(K) Plan is a benefit plan reported by Athena Consulting LLC under EIN 16-1616169 and plan number 001. The latest loaded filing year is 2023. The filing reports 914 participants and $2,743,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athena Consulting LLC
- EIN
- 16-1616169
- Plan number
- 001
- Plan type
- 2
- Location
- Gaithersburg, MD
- Latest filing year
- 2023
- Participants
- 914
- End-of-year plan assets
- $2,743,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 914 | H, C | 20241009061757NAL0010396339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,743,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,743,345
- Net assets (BOY)
- $1,919,328
Income & contributions
- Employer contributions
- $211,841
- Participant contributions
- $463,392
- Total contributions
- $731,509
- Total income / additions
- $1,098,845
Expenses & distributions
- Benefits paid
- $210,930
- Administrative expenses
- $33,225
- Total expenses
- $274,828
- Net increase / (decrease)
- $824,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $12,802 | $0 | 2023 |
| Ascensus LLC | NONE | $7,997 | $0 | 2023 |
| Avenue Wealth | NONE | $7,908 | not reported in the loaded dataset | 2023 |