2023 Form 5500 filing — The Advertising Checking Bureau, Inc. 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 20240907134634NAL0001635443001) for The Advertising Checking Bureau, Inc. 401(K) Plan, reported by The Advertising Checking Bureau, Inc. under EIN 13-3188150 and plan number 002. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240907134634NAL0001635443001
Filing year
2023
Form type
2
Plan sponsor
The Advertising Checking Bureau, Inc.
EIN
13-3188150
Plan number
002
Location
Tempe, AZ
Participants
338
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,405,425
Net assets (EOY)
$20,405,425
Employer contributions
$156,542
Participant contributions
$1,259,627
Total income / additions
$4,011,595
Benefits paid
$1,598,313
Administrative expenses
$99,595
Total expenses
$1,698,174
Net increase / (decrease)
$2,313,421
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$60,073$0
Lpl Holdings, Inc.ADVISOR$32,022not reported in the loaded dataset
Janover LLCAUDITOR$7,500not reported in the loaded dataset
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages