Athens Distributing Company Of Nashville 401(K) Retirement Plan — Form 5500 plan (Athens Distributing Company Of Nashville)
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, Athens Distributing Company Of Nashville 401(K) Retirement Plan is a benefit plan reported by Athens Distributing Company Of Nashville under EIN 62-0439208 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $13,952,979 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athens Distributing Company Of Nashville
- EIN
- 62-0439208
- Plan number
- 001
- Plan type
- 2
- Location
- Antioch, TN
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $13,952,979
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015142704NAL0029972545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,952,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,952,979
- Net assets (BOY)
- $11,497,782
Income & contributions
- Employer contributions
- $349,548
- Participant contributions
- $890,936
- Total contributions
- $1,391,021
- Total income / additions
- $3,194,878
Expenses & distributions
- Benefits paid
- $789,324
- Administrative expenses
- $52,483
- Total expenses
- $841,807
- Net increase / (decrease)
- $2,353,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Horizons Advisors, Inc | INVESTMENT ADVISORY-PLAN | $55,122 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $51,533 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $950 | $41 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Athens Distributing Company Of Nashville
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Antioch, TN
- First Horizons Advisors, Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation