2023 Form 5500 filing — Athens Distributing Company Of Nashville 401(K) Retirement 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 20241015142704NAL0029972545001) for Athens Distributing Company Of Nashville 401(K) Retirement Plan, reported by Athens Distributing Company Of Nashville under EIN 62-0439208 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14MReported net assets$13,952,979
Participants133
Provider compensation$107.6K3 Schedule C row(s)$107,646
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015142704NAL0029972545001
- Plan sponsor
- Athens Distributing Company Of Nashville
- EIN
- 62-0439208
- Plan number
- 001
- Location
- Antioch, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,952,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,952,979
- Employer contributions
- $349,548
- Participant contributions
- $890,936
- Total income / additions
- $3,194,878
- Benefits paid
- $789,324
- Administrative expenses
- $52,483
- Total expenses
- $841,807
- Net increase / (decrease)
- $2,353,071
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Horizons Advisors, Inc | INVESTMENT ADVISORY-PLAN | $55,122 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $51,533 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $950 | $41 |