Action Pact, Inc. 403(B) Plan — Form 5500 plan (Action Pact, 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, Action Pact, Inc. 403(B) Plan is a benefit plan reported by Action Pact, Inc. under EIN 58-1032805 and plan number 002. The latest loaded filing year is 2023. The filing reports 438 participants and $8,994,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Action Pact, Inc.
- EIN
- 58-1032805
- Plan number
- 002
- Plan type
- 2
- Location
- Waycross, GA
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $8,994,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20241022121411NAL0003651936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,994,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,994,058
- Net assets (BOY)
- $7,719,140
Income & contributions
- Employer contributions
- $193,870
- Participant contributions
- $346,068
- Total contributions
- $539,938
- Total income / additions
- $1,570,881
Expenses & distributions
- Benefits paid
- $284,055
- Administrative expenses
- $11,908
- Total expenses
- $295,963
- Net increase / (decrease)
- $1,274,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $4,125 | $8,468 | 2023 |
| Empower Advisory Froup, LLC | INVESTMENT MGMT | $4,913 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,826 | $0 | 2023 |
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Action Pact, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Waycross, GA
- Ascensus Holdings Inc Dba — Schedule C compensation
- Empower Advisory Froup, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Mutual Of America Sec. Corp LLC — Schedule C compensation