2023 Form 5500 filing — American Contract Bridge League 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 20240827070046NAL0017132208001) for American Contract Bridge League 401(K) Retirement Plan, reported by American Contract Bridge League Inc. under EIN 13-0430330 and plan number 002. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827070046NAL0017132208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Contract Bridge League Inc.
- EIN
- 13-0430330
- Plan number
- 002
- Location
- Horn Lake, MS
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,000,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,000,278
- Employer contributions
- $180,808
- Participant contributions
- $431,535
- Total income / additions
- $2,229,655
- Benefits paid
- $1,295,102
- Administrative expenses
- $45,354
- Total expenses
- $1,340,456
- Net increase / (decrease)
- $889,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reliant Investment Management | RIA | $13,022 | not reported in the loaded dataset |
| B. Riley Wealth Management Inc. | RIA | $11,887 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,971 | not reported in the loaded dataset |
| B. Riley Wealth Advisors | RIA | $1,135 | not reported in the loaded dataset |