Alabama Agc 401(K) Multiple Employer Plan — Form 5500 plan (Alabama Associated General Contractors, 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, Alabama Agc 401(K) Multiple Employer Plan is a benefit plan reported by Alabama Associated General Contractors, Inc. under EIN 63-6049915 and plan number 333. The latest loaded filing year is 2023. The filing reports 240 participants and $11,700,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alabama Associated General Contractors, Inc.
- EIN
- 63-6049915
- Plan number
- 333
- Plan type
- 3
- Location
- Irondale, AL
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $11,700,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241220125354NAL0005619777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,700,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,700,298
- Net assets (BOY)
- $10,140,842
Income & contributions
- Employer contributions
- $354,295
- Participant contributions
- $604,479
- Total contributions
- $1,033,353
- Total income / additions
- $2,635,920
Expenses & distributions
- Benefits paid
- $1,004,181
- Administrative expenses
- $69,267
- Total expenses
- $1,076,464
- Net increase / (decrease)
- $1,559,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $25,784 | $0 | 2023 |
| Morgan Stanley Smith Barney | INVESTMETN ADVISORY -PLAN | $25,336 | $0 | 2023 |
| Pinnacle Financial Services, Inc | RECORDKEEPER | $6,010 | $0 | 2023 |
| Templeton & Company Llp | AUDIT | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alabama Associated General Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Irondale, AL
- Transamerica Financial Life Insuran — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Pinnacle Financial Services, Inc — Schedule C compensation
- Templeton & Company Llp — Schedule C compensation