2023 Form 5500 filing — Athens Services 401(K) Profit Sharing 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 20241015203655NAL0017191971001) for Athens Services 401(K) Profit Sharing Plan, reported by Arakelian Enterprises, Inc. Dba Athens Services under EIN 95-4313271 and plan number 001. It reports 2,231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203655NAL0017191971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arakelian Enterprises, Inc. Dba Athens Services
- EIN
- 95-4313271
- Plan number
- 001
- Location
- City Of Industry, CA
- Participants
- 2,231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,730,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,730,420
- Employer contributions
- $5,918,414
- Participant contributions
- $7,494,182
- Total income / additions
- $26,259,815
- Benefits paid
- $7,376,939
- Administrative expenses
- $470,677
- Total expenses
- $7,847,616
- Net increase / (decrease)
- $18,412,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retiremetn Solutions | RECORDKEEPER | $163,173 | $0 |
| Rpa Financial LLC | INVESTMENT ADVISORY | $82,270 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORD KEEPER | $39,695 | $404 |
| Lsl Cpas | AUDIT | $18,000 | not reported in the loaded dataset |
| Retirement Plan Analytics | OTHER SERVICES | $1,500 | not reported in the loaded dataset |