2023 Form 5500 filing — A-C Electric Company Retirement 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 20241213181440NAL0016081857001) for A-C Electric Company Retirement Plan, reported by A-C Electric Company under EIN 95-1531419 and plan number 010. It reports 112 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)$11.7MReported net assets$11,677,162
Participants112
Provider compensation$42.9K2 Schedule C row(s)$42,920
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241213181440NAL0016081857001
Plan sponsor
A-C Electric Company
EIN
95-1531419
Plan number
010
Location
Bakersfield, CA
Received date
not reported in the loaded dataset
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)$11.7M total assets
Net assets$11.7MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1M
Benefits paid / distributions$962.9K
Contributions
Employer$2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$11,677,162
Total liabilities (EOY)
$0
Net assets (EOY)
$11,677,162
Employer contributions
$2,014,295
Total income / additions
$2,367,098
Benefits paid
$962,900
Administrative expenses
$42,956
Total expenses
$1,005,856
Net increase / (decrease)
$1,361,242

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
J.W. Cole Financial, Inc.NONE$29,190not reported in the loaded dataset
Wilcac Life Insurance CompanyNONE$13,730not reported in the loaded dataset

Related Form 5500 pages