2023 Form 5500 filing — Agc Retirement Savings 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 20241015083400NAL0015990835001) for Agc Retirement Savings Plan, reported by Associated General Contractors Of Georgia, Inc. under EIN 58-0144470 and plan number 003. It reports 5,239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083400NAL0015990835001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Associated General Contractors Of Georgia, Inc.
- EIN
- 58-0144470
- Plan number
- 003
- Location
- Atlanta, GA
- Participants
- 5,239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $192,765,109
- Total liabilities (EOY)
- -$183
- Net assets (EOY)
- $192,765,292
- Employer contributions
- $5,958,890
- Participant contributions
- $14,846,503
- Total income / additions
- $49,103,872
- Benefits paid
- $16,835,854
- Administrative expenses
- $1,090,837
- Total expenses
- $17,965,624
- Net increase / (decrease)
- $31,138,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $532,657 | not reported in the loaded dataset |
| Bensource Employee Benefits | NONE | $394,077 | not reported in the loaded dataset |
| Cambridge Investment Research, Inc. | BROKER DEALER | $53,738 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $34,587 | $0 |
| Smith & Howard | NONE | $30,796 | not reported in the loaded dataset |
| Fisher Phillips | NONE | $7,974 | not reported in the loaded dataset |