A-C Electric Company Retirement Plan — Form 5500 plan (A-C Electric Company)

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, A-C Electric Company Retirement Plan is a benefit plan reported by A-C Electric Company under EIN 95-1531419 and plan number 010. The latest loaded filing year is 2023. The filing reports 112 participants and $11,677,162 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.7MPlan net assets, end of year$11,677,162
Participants112Covered participants reported
Assets / participant$104.3KComputed: assets ÷ participants$104,260 (computed)
Provider compensation$42.9K2 Schedule C provider row(s)$42,920
Plan sponsor
A-C Electric Company
EIN
95-1531419
Plan number
010
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023112H, C20241213181440NAL0016081857001
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)$11.7M total assets
Net assets$11.7MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1M
Benefits paid / distributions$962.9K
Contributions
Employer$2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$11,677,162
Total liabilities (EOY)
$0
Net assets (EOY)
$11,677,162
Net assets (BOY)
$10,315,920

Income & contributions

Employer contributions
$2,014,295
Total contributions
$2,014,295
Total income / additions
$2,367,098

Expenses & distributions

Benefits paid
$962,900
Administrative expenses
$42,956
Total expenses
$1,005,856
Net increase / (decrease)
$1,361,242
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.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
J.W. Cole Financial, Inc.NONE$29,190not reported in the loaded dataset2023
Wilcac Life Insurance CompanyNONE$13,730not reported in the loaded dataset2023

Related Form 5500 pages