2023 Form 5500 filing — American Capital Group 401(K) Profit Sharing Plan And Trust
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 20241004170722NAL0020012256001) for American Capital Group 401(K) Profit Sharing Plan And Trust, reported by American Capital Homes, Inc. under EIN 91-1744292 and plan number 001. It reports 173 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)$5.4MReported net assets$5,353,149
Participants173
Provider compensation$26.1K5 Schedule C row(s)$26,134
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004170722NAL0020012256001
- Plan sponsor
- American Capital Homes, Inc.
- EIN
- 91-1744292
- Plan number
- 001
- Location
- Bellevue, WA
- Received date
- not reported in the loaded dataset
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,353,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,353,149
- Employer contributions
- $43,565
- Participant contributions
- $509,835
- Total income / additions
- $1,225,936
- Benefits paid
- $380,051
- Administrative expenses
- $18,329
- Total expenses
- $398,380
- Net increase / (decrease)
- $827,556
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,339 | $0 |
| Morgan Stanley Ins Services Inc | SHAREHOLDER SERVICE PROV | $0 | $6,646 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $375 | $1,159 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $600 | $0 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $15 | not reported in the loaded dataset |