2023 Form 5500 filing — Americor Funding 401k 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 20241013090926NAL0012364723001) for Americor Funding 401k Plan, reported by Americor Funding under EIN 51-0672811 and plan number 001. It reports 746 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)$5.5MReported net assets$5,519,826
Participants746
Provider compensation$17.3K3 Schedule C row(s)$17,308
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013090926NAL0012364723001
Plan sponsor
Americor Funding
EIN
51-0672811
Plan number
001
Location
Irvine, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$5.6M total assets
Net assets$5.5MLiabilities$67K
Money in vs. money out
Total income / additions$4.1M
Total expenses$717.2K
Benefits paid / distributions$697.4K
Contributions
Employer$325.5K
Participant$1.9M
Full reported line items
Total assets (EOY)
$5,586,778
Total liabilities (EOY)
$66,952
Net assets (EOY)
$5,519,826
Employer contributions
$325,469
Participant contributions
$1,948,861
Total income / additions
$4,128,069
Benefits paid
$697,420
Administrative expenses
$17,312
Total expenses
$717,212
Net increase / (decrease)
$3,410,857
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$17.3K
    RECORD KEEPER · Direct $17.3K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013090926NAL0012364723001 cover?
It is the 2023 Form 5500 filing for Americor Funding 401k Plan, reported by Americor Funding (EIN 51-0672811).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages