Athens Insurance Service, Inc 401(K) Plan — Form 5500 plan (Athens Insurance Service, 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, Athens Insurance Service, Inc 401(K) Plan is a benefit plan reported by Athens Insurance Service, Inc. under EIN 68-0177136 and plan number 001. The latest loaded filing year is 2023. The filing reports 572 participants and $40,738,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athens Insurance Service, Inc.
- EIN
- 68-0177136
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 572
- End-of-year plan assets
- $40,738,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 572 | H, C | 20241008120906NAL0016587617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,738,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,738,189
- Net assets (BOY)
- $31,546,824
Income & contributions
- Employer contributions
- $998,004
- Participant contributions
- $3,359,621
- Total contributions
- $6,174,886
- Total income / additions
- $11,092,760
Expenses & distributions
- Benefits paid
- $1,847,396
- Administrative expenses
- $54,056
- Total expenses
- $1,901,395
- Net increase / (decrease)
- $9,191,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Capital Investment Advisors, | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | NONE | $12,838 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,623 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Athens Insurance Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- Prime Capital Investment Advisors, — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation