2023 Form 5500 filing — Aguirre & Fields, Lp. 401(K) Retirement 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 20240403203004NAL0019236464001) for Aguirre & Fields, Lp. 401(K) Retirement Plan, reported by Aguirre & Fields, Lp under EIN 76-0694540 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants140
Provider compensation$4.1K2 Schedule C row(s)$4,100
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240403203004NAL0019236464001
- Plan sponsor
- Aguirre & Fields, Lp
- EIN
- 76-0694540
- Plan number
- 001
- Location
- Sugar Land, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $298,444
- Participant contributions
- $839,420
- Total income / additions
- $2,374,577
- Benefits paid
- $1,311,067
- Administrative expenses
- $10,671
- Total expenses
- $1,321,738
- Net increase / (decrease)
- $1,052,839
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loren D. Stark Company | CONTRACT ADMIN | $2,675 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,425 | $0 |