Ackerman Mcqueen, Inc. 401(K) Plan — Form 5500 plan (Ackerman Mcqueen, 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, Ackerman Mcqueen, Inc. 401(K) Plan is a benefit plan reported by Ackerman Mcqueen, Inc. under EIN 73-0928288 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $17,659,303 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ackerman Mcqueen, Inc.
EIN
73-0928288
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
161
End-of-year plan assets
$17,659,303

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241008054547NAL0008137731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,659,303
Total liabilities (EOY)
$0
Net assets (EOY)
$17,659,303
Net assets (BOY)
$18,962,435

Income & contributions

Participant contributions
$397,978
Total contributions
$407,075
Total income / additions
$3,366,871

Expenses & distributions

Benefits paid
$4,578,148
Administrative expenses
$57,680
Total expenses
$4,670,003
Net increase / (decrease)
-$1,303,132

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BancfirstINVESTMENT/FINANCIAL ADVI$34,681$02023
Adp, Inc.RECORD KEEPER$22,998$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages