Athens Services 401(K) Profit Sharing Plan — Form 5500 plan (Arakelian Enterprises, Inc. Dba Athens Services)
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 Services 401(K) Profit Sharing Plan is a benefit plan reported by Arakelian Enterprises, Inc. Dba Athens Services under EIN 95-4313271 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,231 participants and $105,730,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arakelian Enterprises, Inc. Dba Athens Services
- EIN
- 95-4313271
- Plan number
- 001
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
- Participants
- 2,231
- End-of-year plan assets
- $105,730,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,231 | H, C | 20241015203655NAL0017191971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,730,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,730,420
- Net assets (BOY)
- $87,318,221
Income & contributions
- Employer contributions
- $5,918,414
- Participant contributions
- $7,494,182
- Total contributions
- $14,108,489
- Total income / additions
- $26,259,815
Expenses & distributions
- Benefits paid
- $7,376,939
- Administrative expenses
- $470,677
- Total expenses
- $7,847,616
- Net increase / (decrease)
- $18,412,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retiremetn Solutions | RECORDKEEPER | $163,173 | $0 | 2023 |
| Rpa Financial LLC | INVESTMENT ADVISORY | $82,270 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORD KEEPER | $39,695 | $404 | 2023 |
| Lsl Cpas | AUDIT | $18,000 | not reported in the loaded dataset | 2023 |
| Retirement Plan Analytics | OTHER SERVICES | $1,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arakelian Enterprises, Inc. Dba Athens Services
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in City Of Industry, CA
- Transamerica Retiremetn Solutions — Schedule C compensation
- Rpa Financial LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Lsl Cpas — Schedule C compensation
- Retirement Plan Analytics — Schedule C compensation