Advanced Concepts Enterprises Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Advanced Concepts Enterprises Inc. (EIN 05-0546385) is a plan sponsor located in Fort Walton Beach, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
05-0546385
Location
Fort Walton Beach, FL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,745,869
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,745,869

Contributions & income

Employer contributions
$291,500
Participant contributions
$692,607
Total income / additions
$2,048,515

Expenses & distributions

Benefits paid / distributions
$855,045
Total expenses
$876,496
Net increase / (decrease)
$1,172,019

Coverage

Total reported participants
163
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Advanced Concepts Enterprises Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Advanced Concepts Enterprises 401(K) Plan001163$4,745,8692023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Advanced Concepts Enterprises Inc.
YearPlanParticipantsSchedulesFiling
2023Advanced Concepts Enterprises 401(K) Plan163H, C20240724210132NAL0023120592001

Related Form 5500 pages