2023 Form 5500 filing — Athens Distributing Company Of Memphis 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 20241015155024NAL0030234577001) for Athens Distributing Company Of Memphis 401(K) Retirement Plan, reported by Athens Distributing Company Of Memphis under EIN 62-0787770 and plan number 002. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155024NAL0030234577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Athens Distributing Company Of Memphis
- EIN
- 62-0787770
- Plan number
- 002
- Location
- Memphis, TN
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,014,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,014,596
- Employer contributions
- $240,162
- Participant contributions
- $591,113
- Total income / additions
- $2,216,325
- Benefits paid
- $236,676
- Administrative expenses
- $78,668
- Total expenses
- $315,344
- Net increase / (decrease)
- $1,900,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Horizon Advisors Inc | INVESTMENT ADVISORY - PL | $38,806 | not reported in the loaded dataset |
| Transamerica Retirement Solutions, | RECORDKEEPER | $37,784 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $2,175 | $29 |