Atkins & Pearce 401 (K) Plan — Form 5500 plan (Atkins & Pearce 401(K) Plan)
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, Atkins & Pearce 401 (K) Plan is a benefit plan reported by Atkins & Pearce 401(K) Plan under EIN 61-1252163 and plan number 002. The latest loaded filing year is 2023. The filing reports 280 participants and $7,349,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atkins & Pearce 401(K) Plan
- EIN
- 61-1252163
- Plan number
- 002
- Plan type
- 2
- Location
- Covington, KY
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $7,349,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241002085854NAL0008558849004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,349,219
- Net assets (EOY)
- $7,349,219
- Net assets (BOY)
- $6,457,971
Income & contributions
- Employer contributions
- $228,347
- Participant contributions
- $518,634
- Total contributions
- $762,142
- Total income / additions
- $1,708,472
Expenses & distributions
- Benefits paid
- $779,244
- Administrative expenses
- $37,980
- Total expenses
- $817,224
- Net increase / (decrease)
- $891,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brinker Capital Inc | ADVISOR | $28,056 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,915 | $0 | 2023 |