2023 Form 5500 filing — Actors' Fund Of America 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 20241011130510NAL0012511923001) for Actors' Fund Of America 401(K) Plan, reported by Actors' Fund Of America under EIN 13-1635251 and plan number 003. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011130510NAL0012511923001
Filing year
2023
Form type
2
Plan sponsor
Actors' Fund Of America
EIN
13-1635251
Plan number
003
Location
New York, NY
Participants
360
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,985,615
Total liabilities (EOY)
$0
Net assets (EOY)
$31,985,615
Employer contributions
$1,232,901
Participant contributions
$1,449,330
Total income / additions
$7,539,357
Benefits paid
$2,148,508
Administrative expenses
-$19,167
Total expenses
$2,129,341
Net increase / (decrease)
$5,410,016
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Reedmark Advisors, LLCINVESTMENT ADVISOR$26,005not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$47,860$0

Related Form 5500 pages