2023 Form 5500 filing — Atkins & Pearce 401 (K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002085854NAL0008558849004) for Atkins & Pearce 401 (K) Plan, reported by Atkins & Pearce 401(K) Plan under EIN 61-1252163 and plan number 002. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002085854NAL0008558849004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atkins & Pearce 401(K) Plan
- EIN
- 61-1252163
- Plan number
- 002
- Location
- Covington, KY
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,349,219
- Net assets (EOY)
- $7,349,219
- Employer contributions
- $228,347
- Participant contributions
- $518,634
- Total income / additions
- $1,708,472
- Benefits paid
- $779,244
- Administrative expenses
- $37,980
- Total expenses
- $817,224
- Net increase / (decrease)
- $891,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brinker Capital Inc | ADVISOR | $28,056 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,915 | $0 |