Athens Distributing Company Of Memphis 401(K) Retirement Plan — Form 5500 plan (Athens Distributing Company Of Memphis)
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 Memphis 401(K) Retirement Plan is a benefit plan reported by Athens Distributing Company Of Memphis under EIN 62-0787770 and plan number 002. The latest loaded filing year is 2023. The filing reports 125 participants and $10,014,596 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athens Distributing Company Of Memphis
- EIN
- 62-0787770
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $10,014,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241015155024NAL0030234577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,014,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,014,596
- Net assets (BOY)
- $8,185,225
Income & contributions
- Employer contributions
- $240,162
- Participant contributions
- $591,113
- Total contributions
- $831,275
- Total income / additions
- $2,216,325
Expenses & distributions
- Benefits paid
- $236,676
- Administrative expenses
- $78,668
- Total expenses
- $315,344
- Net increase / (decrease)
- $1,900,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Horizon Advisors Inc | INVESTMENT ADVISORY - PL | $38,806 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $37,784 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $2,175 | $29 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Athens Distributing Company Of Memphis
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- First Horizon Advisors Inc — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation