Plan5500

2023 Form 5500 filing — Agc Southwest Chapters 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 20241015191944NAL0030738305001) for Agc Southwest Chapters 401(K) Plan, reported by Houston Chapter Agc/Louisiana Agc under EIN 74-0490820 and plan number 002. It reports 16,756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015191944NAL0030738305001
Filing year
2023
Form type
3
Plan sponsor
Houston Chapter Agc/Louisiana Agc
EIN
74-0490820
Plan number
002
Location
Houston, TX
Participants
16,756
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$526,830,659
Total liabilities (EOY)
$3,110,098
Net assets (EOY)
$523,720,561
Employer contributions
$14,084,221
Participant contributions
$37,166,611
Total income / additions
$127,915,020
Benefits paid
$63,454,751
Administrative expenses
$186,457
Total expenses
$66,622,314
Net increase / (decrease)
$61,292,706
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Financial Life Ins CoRECORDKEEPER$205,101$0
3(16) Fiduciary ServicesPLAN ADMINISTRATOR$93,750not reported in the loaded dataset
Hannis T. BourgeoisAUDIT$82,500not reported in the loaded dataset
Bowen Miclette & Britt Insurance AgOTHER$40,176not reported in the loaded dataset
Nppg Plan Professionals LLCINVESTMENT ADVISORY$34,748not reported in the loaded dataset
NppgPLAN ADMINISTRATOR$30,116not reported in the loaded dataset
Pinnacle Financial Services, Inc.RECORDKEEPER$6,600$1,618

Related Form 5500 pages