American Contract Bridge League 401(K) Retirement Plan — Form 5500 plan (American Contract Bridge League Inc.)
Plain-English plan 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, American Contract Bridge League 401(K) Retirement Plan is a benefit plan reported by American Contract Bridge League Inc. under EIN 13-0430330 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $12,000,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Contract Bridge League Inc.
- EIN
- 13-0430330
- Plan number
- 002
- Plan type
- 2
- Location
- Horn Lake, MS
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $12,000,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20240827070046NAL0017132208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,000,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,000,278
- Net assets (BOY)
- $11,111,079
Income & contributions
- Employer contributions
- $180,808
- Participant contributions
- $431,535
- Total contributions
- $612,343
- Total income / additions
- $2,229,655
Expenses & distributions
- Benefits paid
- $1,295,102
- Administrative expenses
- $45,354
- Total expenses
- $1,340,456
- Net increase / (decrease)
- $889,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reliant Investment Management | RIA | $13,022 | not reported in the loaded dataset | 2023 |
| B. Riley Wealth Management Inc. | RIA | $11,887 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,971 | not reported in the loaded dataset | 2023 |
| B. Riley Wealth Advisors | RIA | $1,135 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Contract Bridge League Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Horn Lake, MS
- Reliant Investment Management — Schedule C compensation
- B. Riley Wealth Management Inc. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- B. Riley Wealth Advisors — Schedule C compensation