Athens Capital Management LLC

Steven Gumins Individual Agent	705 ASHLEY RD, SANTA BARBARA, CA 93108
Steven Gumins Manager	705 ASHLEY RD, SANTA BARBARA, CA 93108

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812 PRESIDIO AVE, SANTA BARBARA, CA 93101 View Map

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Form 5500

812 Presidio Avenue, Santa Barbara, Ca 93101 (805) 564-4730 EIN:03-0462941 Plan Admin:Brian Torres

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$597,411 / $712,734	2023	ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$597,411 / $712,734
2022	Plan NameATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$689,577 / $597,411	2022	ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$689,577 / $597,411
2021	Plan NameATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$521,656 / $689,577	2021	ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$521,656 / $689,577
2020	Plan NameATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$476,324 / $521,656	2020	ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$476,324 / $521,656
2019	Plan NameATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$356,887 / $476,324	2019	ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$356,887 / $476,324

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1148 Coast Village Road #2, Santa Barbara, CA 93108-2717 Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$15,590 Forgiven$15,704 LenderAmerican Riviera Bank Jobs3	04/13/2020	$15,590	$15,704	American Riviera Bank	3

PPP Loans based on Paycheck Protection Program.

Address Match:812 Presidio Ave Santa Barbara, CA

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Person/City Match:Steven Gumins - Santa Barbara, CA

Athens Steady Return Fund, L.P. Registered in California	Santa Barbara, CA Thousand Oaks, CA	View Report
Athens Venture Partners LLC Registered in California	Santa Barbara, CA	View Report
Athens High Yield Fund, Lp Registered in California	Santa Barbara, CA	View Report
Athens Long/Short Equity Fund, Lp Registered in California	Santa Barbara, CA	View Report
Athens Properties II, LLC Registered in California	Santa Barbara, CA	View Report
Athens Properties, LLC Registered in California	Santa Barbara, CA	View Report
Athens Value Fund, Lp Registered in California	Santa Barbara, CA	View Report
Beasley Locke Corp Registered in California	Santa Barbara, CA Woodland Hills, CA	View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary