Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan)
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, Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan under EIN 95-1951119 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,749 participants and $153,586,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan
- EIN
- 95-1951119
- Plan number
- 002
- Plan type
- 3
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 4,749
- End-of-year plan assets
- $153,586,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,749 | H, C | 20241029163319NAL0005042305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,586,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,586,700
- Net assets (BOY)
- $127,361,265
Income & contributions
- Employer contributions
- $10,351,078
- Participant contributions
- $5,652,043
- Total contributions
- $17,007,407
- Total income / additions
- $36,478,638
Expenses & distributions
- Benefits paid
- $14,546,897
- Administrative expenses
- $1,015,183
- Total expenses
- $15,562,080
- Net increase / (decrease)
- $20,916,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Agc Retirement Trust | TRUSTEE (CORPORATE) | $835,005 | not reported in the loaded dataset | 2023 |
| West Coast Group Benefits | CONSULTING | $144,705 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $72,559 | $0 | 2023 |
| Futureplan By Ascensus | THIRD PARTY ADMINISTRATON | $64,210 | $643 | 2023 |
| Leafhouse Financial Adivsors, LLC | INVESTMENT ADVISORY | $39,988 | not reported in the loaded dataset | 2023 |
| Mma Securities | INVESTMENT ADVISORY-PLAN | $17,500 | not reported in the loaded dataset | 2023 |
| Schaffer Enterprises | RECORDKEEPING | $16,415 | $0 | 2023 |
| Cavignac & Associates | RECORDKEEPER | $8,575 | $0 | 2023 |
| Independent Advisor Alliance | INVESTMENT ADVISORY | $5,205 | not reported in the loaded dataset | 2023 |
| Von Berge Wealth Management Group | CONSULTING | $3,688 | not reported in the loaded dataset | 2023 |
| Mcgriff Ins Svcs | CONSULTING | $3,240 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Agc Retirement Trust — Schedule C compensation
- West Coast Group Benefits — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Leafhouse Financial Adivsors, LLC — Schedule C compensation
- Mma Securities — Schedule C compensation
- Schaffer Enterprises — Schedule C compensation
- Cavignac & Associates — Schedule C compensation
- Independent Advisor Alliance — Schedule C compensation
- Von Berge Wealth Management Group — Schedule C compensation
- Mcgriff Ins Svcs — Schedule C compensation