2023 Form 5500 filing — Act, Inc. Defined Contribution 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 20240927155734NAL0001411811001) for Act, Inc. Defined Contribution Retirement Plan, reported by Act, Inc. under EIN 42-0841485 and plan number 003. It reports 3,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927155734NAL0001411811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Act, Inc.
- EIN
- 42-0841485
- Plan number
- 003
- Location
- Iowa City, IA
- Participants
- 3,134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $425,690,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $425,690,125
- Employer contributions
- $4,262,111
- Participant contributions
- $5,797,152
- Total income / additions
- $67,269,721
- Benefits paid
- $29,193,855
- Administrative expenses
- $316,767
- Total expenses
- $29,510,622
- Net increase / (decrease)
- $37,759,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $164,662 | $0 |
| Capfinancial Partners LLC | NONE | $99,345 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $33,600 | not reported in the loaded dataset |
| The Lampo Group, LLC | NONE | $18,932 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $168 | $0 |