American Capital Group 401(K) Profit Sharing Plan And Trust — Form 5500 plan (American Capital Homes, 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, American Capital Group 401(K) Profit Sharing Plan And Trust is a benefit plan reported by American Capital Homes, Inc. under EIN 91-1744292 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $5,353,149 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.4MPlan net assets, end of year$5,353,149
Participants173Covered participants reported
Assets / participant$30.9KComputed: assets ÷ participants$30,943 (computed)
Provider compensation$26.1K5 Schedule C provider row(s)$26,134
- Plan sponsor
- American Capital Homes, Inc.
- EIN
- 91-1744292
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241004170722NAL0020012256001 |
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,353,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,353,149
- Net assets (BOY)
- $4,525,593
Income & contributions
- Employer contributions
- $43,565
- Participant contributions
- $509,835
- Total contributions
- $562,222
- Total income / additions
- $1,225,936
Expenses & distributions
- Benefits paid
- $380,051
- Administrative expenses
- $18,329
- Total expenses
- $398,380
- Net increase / (decrease)
- $827,556
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.
92%
Employer 8%Participant 92%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,339 | $0 | 2023 |
| Morgan Stanley Ins Services Inc | SHAREHOLDER SERVICE PROV | $0 | $6,646 | 2023 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $375 | $1,159 | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $600 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $15 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Capital Homes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Ins Services Inc — Schedule C compensation
- Hunnex And Shoemaker Inc — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation