Athens Distributing Company Of Nashville 401(K) Retirement Plan — Form 5500 plan (Athens Distributing Company Of Nashville)
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, Athens Distributing Company Of Nashville 401(K) Retirement Plan is a benefit plan reported by Athens Distributing Company Of Nashville under EIN 62-0439208 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $13,952,979 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14MPlan net assets, end of year$13,952,979
Participants133Covered participants reported
Assets / participant$104.9KComputed: assets ÷ participants$104,910 (computed)
Provider compensation$107.6K3 Schedule C provider row(s)$107,646
- Plan sponsor
- Athens Distributing Company Of Nashville
- EIN
- 62-0439208
- Plan number
- 001
- Plan type
- 2
- Location
- Antioch, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015142704NAL0029972545001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,952,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,952,979
- Net assets (BOY)
- $11,497,782
Income & contributions
- Employer contributions
- $349,548
- Participant contributions
- $890,936
- Total contributions
- $1,391,021
- Total income / additions
- $3,194,878
Expenses & distributions
- Benefits paid
- $789,324
- Administrative expenses
- $52,483
- Total expenses
- $841,807
- Net increase / (decrease)
- $2,353,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Horizons Advisors, Inc | INVESTMENT ADVISORY-PLAN | $55,122 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $51,533 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $950 | $41 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Athens Distributing Company Of Nashville
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Antioch, TN
- First Horizons Advisors, Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation