2023 Form 5500 filing — Advanced Concepts Enterprises 401(K) 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 20240724210132NAL0023120592001) for Advanced Concepts Enterprises 401(K) Plan, reported by Advanced Concepts Enterprises Inc. under EIN 05-0546385 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724210132NAL0023120592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Concepts Enterprises Inc.
- EIN
- 05-0546385
- Plan number
- 001
- Location
- Fort Walton Beach, FL
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,745,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,745,869
- Employer contributions
- $291,500
- Participant contributions
- $692,607
- Total income / additions
- $2,048,515
- Benefits paid
- $855,045
- Administrative expenses
- $21,451
- Total expenses
- $876,496
- Net increase / (decrease)
- $1,172,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hancock Whitney Bank | INVESTMENT ADVISOR | $14,986 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,465 | $0 |