2023 Form 5500 filing — Alabama Agc 401(K) Multiple Employer 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 20241220125354NAL0005619777001) for Alabama Agc 401(K) Multiple Employer Plan, reported by Alabama Associated General Contractors, Inc. under EIN 63-6049915 and plan number 333. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220125354NAL0005619777001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Alabama Associated General Contractors, Inc.
- EIN
- 63-6049915
- Plan number
- 333
- Location
- Irondale, AL
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,700,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,700,298
- Employer contributions
- $354,295
- Participant contributions
- $604,479
- Total income / additions
- $2,635,920
- Benefits paid
- $1,004,181
- Administrative expenses
- $69,267
- Total expenses
- $1,076,464
- Net increase / (decrease)
- $1,559,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $25,784 | $0 |
| Morgan Stanley Smith Barney | INVESTMETN ADVISORY -PLAN | $25,336 | $0 |
| Pinnacle Financial Services, Inc | RECORDKEEPER | $6,010 | $0 |
| Templeton & Company Llp | AUDIT | $6,000 | not reported in the loaded dataset |