Athletico, Ltd. Employees Profit Sharing Plan — Form 5500 plan (Athletico, Ltd.)

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, Athletico, Ltd. Employees Profit Sharing Plan is a benefit plan reported by Athletico, Ltd. under EIN 36-3771769 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,395 participants and $341,831,943 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Athletico, Ltd.
EIN
36-3771769
Plan number
001
Plan type
2
Location
Oak Brook, IL
Latest filing year
2023
Participants
10,395
End-of-year plan assets
$341,831,943

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,395H, C20241010150204NAL0011641059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$341,831,943
Total liabilities (EOY)
$0
Net assets (EOY)
$341,831,943
Net assets (BOY)
$220,059,892

Income & contributions

Employer contributions
$6,128,645
Participant contributions
$34,567,880
Total contributions
$42,141,695
Total income / additions
$96,269,921

Expenses & distributions

Benefits paid
$23,413,725
Administrative expenses
$396,153
Total expenses
$23,809,878
Net increase / (decrease)
$72,460,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$297,808$02023
Capfinancial Partners LLCNONE$97,445not reported in the loaded dataset2023

Related Form 5500 pages