2023 Form 5500 filing — Agc Of Oklahoma 401(K) 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 20250403130206NAL0020485938001) for Agc Of Oklahoma 401(K) Retirement Plan, reported by Oklahoma Chapter, Builders Division Of Agc Of America, Inc. under EIN 73-0132794 and plan number 333. It reports 581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403130206NAL0020485938001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Oklahoma Chapter, Builders Division Of Agc Of America, Inc.
- EIN
- 73-0132794
- Plan number
- 333
- Location
- Oklahoma City, OK
- Participants
- 581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,584,515
- Total liabilities (EOY)
- $19,027
- Net assets (EOY)
- $11,565,488
- Employer contributions
- $308,731
- Participant contributions
- $526,203
- Total income / additions
- $2,546,391
- Benefits paid
- $985,550
- Administrative expenses
- $65,243
- Total expenses
- $1,050,793
- Net increase / (decrease)
- $1,495,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research | INVESTMENT ADVISORY | $62,304 | not reported in the loaded dataset |
| Pinnacle Financial Services | RECORDKEEPER | $15,576 | not reported in the loaded dataset |
| 3(16) Fiduciary Services Corp | PLAN ADMINISTRATOR | $10,362 | not reported in the loaded dataset |
| Resource Investment Advisors | INVESTMENT ADVISORY | $5,192 | not reported in the loaded dataset |