2023 Form 5500 filing — Action Pact, Inc. 403(B) 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 20241022121411NAL0003651936001) for Action Pact, Inc. 403(B) Plan, reported by Action Pact, Inc. under EIN 58-1032805 and plan number 002. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022121411NAL0003651936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Action Pact, Inc.
- EIN
- 58-1032805
- Plan number
- 002
- Location
- Waycross, GA
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,994,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,994,058
- Employer contributions
- $193,870
- Participant contributions
- $346,068
- Total income / additions
- $1,570,881
- Benefits paid
- $284,055
- Administrative expenses
- $11,908
- Total expenses
- $295,963
- Net increase / (decrease)
- $1,274,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $4,125 | $8,468 |
| Empower Advisory Froup, LLC | INVESTMENT MGMT | $4,913 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,826 | $0 |
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $0 | $0 |