2023 Form 5500 filing — Act LLC 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 20241015150512NAL0030095137003) for Act LLC 401(K) Plan, reported by Act LLC under EIN 84-1599982 and plan number 001. It reports 137 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)$9.6MReported net assets$9,580,270

Participants137

Provider compensation$45.3K2 Schedule C row(s)$45,301

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015150512NAL0030095137003
Plan sponsor: Act LLC
EIN: 84-1599982
Plan number: 001
Location: Scottsdale, AZ
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)$9.6M total assets

Net assets$9.6MLiabilities—

Money in vs. money out

Total income / additions$2.3M

Total expenses$607.9K

Benefits paid / distributions$562.6K

Contributions

Employer$254.3K

Participant$609.4K

Full reported line items

Total assets (EOY): $9,580,270
Net assets (EOY): $9,580,270
Employer contributions: $254,311
Participant contributions: $609,382
Total income / additions: $2,282,056
Benefits paid: $562,562
Administrative expenses: $45,301
Total expenses: $607,863
Net increase / (decrease): $1,674,193

Schedule C

Reported service provider compensation

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

1
Transamerica Retirement Solutions$24.2K
RECORD KEEPER · Direct $24.2K · Indirect $0
2
Woodbury Financial Services, Inc.$21.1K
INVESTMENT ADVISORY · Direct $21.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015150512NAL0030095137003 cover?: It is the 2023 Form 5500 filing for Act LLC 401(K) Plan, reported by Act LLC (EIN 84-1599982).
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).