2023 Form 5500 filing — Advocap, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716154137NAL0001926003001) for Advocap, Inc. Retirement Plan, reported by Advocap, Inc. under EIN 39-1053365 and plan number 001. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716154137NAL0001926003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advocap, Inc.
- EIN
- 39-1053365
- Plan number
- 001
- Location
- Fond Du Lac, WI
- Participants
- 253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,259,329
- Net assets (EOY)
- $7,259,329
- Employer contributions
- $244,729
- Participant contributions
- $254,185
- Total income / additions
- $1,557,788
- Benefits paid
- $793,199
- Administrative expenses
- $31,538
- Total expenses
- $824,737
- Net increase / (decrease)
- $733,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,299 | $0 |
| Honor Townsend & Kent LLC | BROKER/ADVISO R | $0 | $19,302 |
| Blue Chip Retirement Plans, Inc. | TPA | $10,239 | $0 |