Plan5500

Atkins & Pearce Retirement Plan — Form 5500 plan (Atkins & Pearce, Inc.)

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, Atkins & Pearce Retirement Plan is a benefit plan reported by Atkins & Pearce, Inc. under EIN 61-1252163 and plan number 001. The latest loaded filing year is 2023. The filing reports 84 participants and $10,916,645 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atkins & Pearce, Inc.
EIN
61-1252163
Plan number
001
Plan type
2
Location
Covington, KY
Latest filing year
2023
Participants
84
End-of-year plan assets
$10,916,645

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202384H, C20241002085854NAL0008558849003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,916,645
Net assets (EOY)
$10,916,645
Net assets (BOY)
$9,420,298

Income & contributions

Employer contributions
$476,438
Total contributions
$476,438
Total income / additions
$2,144,542

Expenses & distributions

Benefits paid
$595,271
Administrative expenses
$52,924
Total expenses
$648,195
Net increase / (decrease)
$1,496,347

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fifth Third BankNONE$52,924not reported in the loaded dataset2023

Related Form 5500 pages