Agc Of Oklahoma 401(K) Retirement Plan — Form 5500 plan (Oklahoma Chapter, Builders Division Of Agc Of America, 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, Agc Of Oklahoma 401(K) Retirement Plan is a benefit plan reported by Oklahoma Chapter, Builders Division Of Agc Of America, Inc. under EIN 73-0132794 and plan number 333. The latest loaded filing year is 2023. The filing reports 581 participants and $11,584,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oklahoma Chapter, Builders Division Of Agc Of America, Inc.
- EIN
- 73-0132794
- Plan number
- 333
- Plan type
- 3
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 581
- End-of-year plan assets
- $11,584,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 581 | H, C | 20250403130206NAL0020485938001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,584,515
- Total liabilities (EOY)
- $19,027
- Net assets (EOY)
- $11,565,488
- Net assets (BOY)
- $11,318,964
Income & contributions
- Employer contributions
- $308,731
- Participant contributions
- $526,203
- Total contributions
- $869,086
- Total income / additions
- $2,546,391
Expenses & distributions
- Benefits paid
- $985,550
- Administrative expenses
- $65,243
- Total expenses
- $1,050,793
- Net increase / (decrease)
- $1,495,598
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research | INVESTMENT ADVISORY | $62,304 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services | RECORDKEEPER | $15,576 | not reported in the loaded dataset | 2023 |
| 3(16) Fiduciary Services Corp | PLAN ADMINISTRATOR | $10,362 | not reported in the loaded dataset | 2023 |
| Resource Investment Advisors | INVESTMENT ADVISORY | $5,192 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oklahoma Chapter, Builders Division Of Agc Of America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Cambridge Investment Research — Schedule C compensation
- Pinnacle Financial Services — Schedule C compensation
- 3(16) Fiduciary Services Corp — Schedule C compensation
- Resource Investment Advisors — Schedule C compensation