2023 Form 5500 filing — Affiliated Capital Resources 401(K) Profit Sharing 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 20240923082503NAL0004069283001) for Affiliated Capital Resources 401(K) Profit Sharing Plan, reported by Affiliated Capital Resources under EIN 95-4350248 and plan number 003. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240923082503NAL0004069283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Affiliated Capital Resources
- EIN
- 95-4350248
- Plan number
- 003
- Location
- Malibu, CA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,243,971
- Net assets (EOY)
- $4,243,971
- Employer contributions
- $7,500
- Participant contributions
- $0
- Total income / additions
- $433,108
- Administrative expenses
- $8,180
- Total expenses
- $8,180
- Net increase / (decrease)
- $424,928
- Schedule source
- Schedule I