Who sponsors the Athens Paper Company, Inc. 401(K) Retirement Plan?

Athens Paper Company, Inc. 401(K) Retirement Plan is reported as sponsored by Athens Paper Company, Inc. (EIN 62-0790238, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Athens Paper Company, Inc. 401(K) Retirement Plan?

The latest Form 5500 filing year loaded for Athens Paper Company, Inc. 401(K) Retirement Plan is 2023.

How many participants does Athens Paper Company, Inc. 401(K) Retirement Plan report?

Athens Paper Company, Inc. 401(K) Retirement Plan reports 298 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Athens Paper Company, Inc. 401(K) Retirement Plan?

Athens Paper Company, Inc. 401(K) Retirement Plan reports $16,254,864 in end-of-year plan assets in its latest loaded Form 5500 filing.

Athens Paper Company, Inc. 401(K) Retirement Plan — Form 5500 plan (Athens Paper Company, Inc.)

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 Paper Company, Inc. 401(K) Retirement Plan is a benefit plan reported by Athens Paper Company, Inc. under EIN 62-0790238 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $16,254,864 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.3MPlan net assets, end of year$16,254,864

Participants298Covered participants reported

Assets / participant$54.5KComputed: assets ÷ participants$54,547 (computed)

Provider compensation$25.8K3 Schedule C provider row(s)$25,755

Plan sponsor: Athens Paper Company, Inc.
EIN: 62-0790238
Plan number: 002
Plan type: 2
Location: Nashville, TN
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	298	H, C	20241002164758NAL0008646721001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.3M total assets

Net assets$16.3MLiabilities$0

Money in vs. money out

Total income / additions$3.8M

Total expenses$1.8M

Benefits paid / distributions$1.5M

Contributions

Employer$278.5K

Participant$1.1M

Full reported line items

Net assets

Total assets (EOY): $16,254,864
Total liabilities (EOY): $0
Net assets (EOY): $16,254,864
Net assets (BOY): $14,237,954

Income & contributions

Employer contributions: $278,455
Participant contributions: $1,053,142
Total contributions: $1,552,024
Total income / additions: $3,811,196

Expenses & distributions

Benefits paid: $1,505,586
Administrative expenses: $4,681
Total expenses: $1,794,286
Net increase / (decrease): $2,016,910

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

21%79%

Employer 21%Participant 79%

Total expenses ÷ net assets11%Computed ratio

Benefits paid ÷ total income40%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Kestra Investment Services LLC	BROKER/ADVISER	$0	$21,074	2023
Empower Advisory Group, LLC	INVESTMENT MGMT	$2,826	not reported in the loaded dataset	2023
Empower Annuity Insurance Company	RECORDKEEPER	$1,855	$0	2023