Acx 401(K) Plan — Form 5500 plan (Al Dahra Acx, 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, Acx 401(K) Plan is a benefit plan reported by Al Dahra Acx, Inc. under EIN 91-1711969 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $5,037,699 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5MPlan net assets, end of year$5,037,699
Participants219Covered participants reported
Assets / participant$23KComputed: assets ÷ participants$23,003 (computed)
Provider compensation$15.6K1 Schedule C provider row(s)$15,582
Plan sponsor
Al Dahra Acx, Inc.
EIN
91-1711969
Plan number
001
Plan type
2
Location
Wilmington, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20241014124434NAL0044523568001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$403.6K
Benefits paid / distributions$365.9K
Contributions
Employer$288K
Participant$471.5K
Full reported line items

Net assets

Total assets (EOY)
$5,037,699
Total liabilities (EOY)
$0
Net assets (EOY)
$5,037,699
Net assets (BOY)
$3,944,251

Income & contributions

Employer contributions
$287,968
Participant contributions
$471,514
Total contributions
$759,482
Total income / additions
$1,497,033

Expenses & distributions

Benefits paid
$365,861
Administrative expenses
$37,724
Total expenses
$403,585
Net increase / (decrease)
$1,093,448
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D. Jones & Co., L.P.REGISTERED INVESTMENT ADV$15,582not reported in the loaded dataset2023

Related Form 5500 pages