Akg Financial, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Akg Financial, LLC)
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, Akg Financial, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Akg Financial, LLC under EIN 87-1082061 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $803,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Akg Financial, LLC
- EIN
- 87-1082061
- Plan number
- 001
- Plan type
- 2
- Location
- Ft. Worth, TX
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $803,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240920114536NAL0013051664001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $803,808
- Net assets (EOY)
- $803,808
- Net assets (BOY)
- $680,453
Income & contributions
- Employer contributions
- $9,606
- Participant contributions
- $17,409
- Total income / additions
- $123,490
Expenses & distributions
- Administrative expenses
- $135
- Total expenses
- $135
- Net increase / (decrease)
- $123,355
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.