Active Concepts, LLC 401(K) Plan — Form 5500 plan (Active Concepts, LLC)
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, Active Concepts, LLC 401(K) Plan is a benefit plan reported by Active Concepts, LLC under EIN 22-3771082 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $7,118,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Active Concepts, LLC
- EIN
- 22-3771082
- Plan number
- 001
- Plan type
- 2
- Location
- Lincolnton, NC
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $7,118,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241014114328NAL0014862499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,118,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,118,187
- Net assets (BOY)
- $5,135,965
Income & contributions
- Employer contributions
- $404,559
- Participant contributions
- $770,275
- Total contributions
- $1,257,853
- Total income / additions
- $2,157,935
Expenses & distributions
- Benefits paid
- $154,601
- Administrative expenses
- $20,206
- Total expenses
- $175,713
- Net increase / (decrease)
- $1,982,222
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Holland Capital Management LLC | NONE | $13,071 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $12,185 | $0 | 2023 |
| Tannin Capital LLC | NONE | $6,971 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Active Concepts, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Lincolnton, NC
- Holland Capital Management LLC — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Tannin Capital LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation