2023 Form 5500 filing — 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 20241015161851NAL0016862387001) for 401 (K) Plan, reported by Adm Associates, Inc. under EIN 94-2564794 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$9.6MReported net assets$9,619,881
Participants132
Provider compensation$32.2K2 Schedule C row(s)$32,190
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015161851NAL0016862387001
Plan sponsor
Adm Associates, Inc.
EIN
94-2564794
Plan number
001
Location
Sacramento, 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)$9.6M total assets
Net assets$9.6MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$322.3K
Benefits paid / distributions$290.1K
Contributions
Employer$0
Participant$666.8K
Full reported line items
Total assets (EOY)
$9,619,881
Total liabilities (EOY)
$0
Net assets (EOY)
$9,619,881
Employer contributions
$0
Participant contributions
$666,834
Total income / additions
$2,076,580
Benefits paid
$290,114
Administrative expenses
$32,190
Total expenses
$322,304
Net increase / (decrease)
$1,754,276
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $16.7K
  2. 2
    RECORDKEEPER · Direct $15.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015161851NAL0016862387001 cover?
It is the 2023 Form 5500 filing for 401 (K) Plan, reported by Adm Associates, Inc. (EIN 94-2564794).
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