Acoma Business Enterprises 401(K) Plan — Form 5500 plan (Acoma Business Enterprises)
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, Acoma Business Enterprises 401(K) Plan is a benefit plan reported by Acoma Business Enterprises under EIN 85-0448136 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $7,407,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acoma Business Enterprises
- EIN
- 85-0448136
- Plan number
- 001
- Plan type
- 2
- Location
- Acoma, NM
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $7,407,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20241002151136NAL0004964915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,407,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,407,470
- Net assets (BOY)
- $6,366,572
Income & contributions
- Employer contributions
- $168,409
- Participant contributions
- $375,850
- Total contributions
- $548,602
- Total income / additions
- $1,594,002
Expenses & distributions
- Benefits paid
- $507,767
- Administrative expenses
- $37,387
- Total expenses
- $553,104
- Net increase / (decrease)
- $1,040,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pfg Advisors LLC | INVESTMENT ADVISOR | $21,872 | not reported in the loaded dataset | 2023 |
| Redw LLC | AUDITOR | $6,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,491 | not reported in the loaded dataset | 2023 |
| Axa Advisors, LLC | INVESTMENT ADVISOR | $2,430 | not reported in the loaded dataset | 2023 |
| M & O Agencies Inc Dba The Mahoney | OTHER | $1,309 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $784 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acoma Business Enterprises
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Acoma, NM
- Pfg Advisors LLC — Schedule C compensation
- Redw LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Axa Advisors, LLC — Schedule C compensation
- M & O Agencies Inc Dba The Mahoney — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation