2023 Form 5500 filing — America Votes 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 20240726120510NAL0015923857001) for America Votes 401(K) Plan, reported by America Votes, Inc. under EIN 26-4568349 and plan number 001. It reports 144 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)$6.7MReported net assets$6,656,771

Participants144

Provider compensation$14.3K4 Schedule C row(s)$14,326

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240726120510NAL0015923857001
Plan sponsor: America Votes, Inc.
EIN: 26-4568349
Plan number: 001
Location: Washington, DC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.7M total assets

Net assets$6.7MLiabilities$0

Money in vs. money out

Total income / additions$1.8M

Total expenses$145.2K

Benefits paid / distributions$128.5K

Contributions

Employer$319.1K

Participant$484.2K

Full reported line items

Total assets (EOY): $6,656,771
Total liabilities (EOY): $0
Net assets (EOY): $6,656,771
Employer contributions: $319,126
Participant contributions: $484,157
Total income / additions: $1,840,451
Benefits paid: $128,496
Administrative expenses: $14,175
Total expenses: $145,193
Net increase / (decrease): $1,695,258

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Global Retirement Partners LLC$10.3K
INVESTMENT ADVISORS · Direct $10.3K
2
The O N Equity Sales Company$3K
INVESTMENT ADVISOR · Direct $3K
3
Creative Retirement Systems, Inc$650
CONTRACT ADMIN · Direct $650
4
Capital Group Retirement Plan Servi$388
RECORDKEEPER · Direct $388 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726120510NAL0015923857001 cover?: It is the 2023 Form 5500 filing for America Votes 401(K) Plan, reported by America Votes, Inc. (EIN 26-4568349).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).