2023 Form 5500 filing — Always Answer 401(K) Profit Sharing 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 20240815210612NAL0023355824001) for Always Answer 401(K) Profit Sharing Plan, reported by Always Answer, Inc. under EIN 75-2207209 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.1MReported net assets$6,051,326
Participants208
Provider compensation$22.1K4 Schedule C row(s)$22,072
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240815210612NAL0023355824001
Plan sponsor
Always Answer, Inc.
EIN
75-2207209
Plan number
001
Location
Duncanville, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$131K
Benefits paid / distributions$106.4K
Contributions
Employer$0
Participant$188.5K
Full reported line items
Total assets (EOY)
$6,051,326
Total liabilities (EOY)
$0
Net assets (EOY)
$6,051,326
Employer contributions
$0
Participant contributions
$188,547
Total income / additions
$1,115,806
Benefits paid
$106,392
Administrative expenses
$18,341
Total expenses
$131,049
Net increase / (decrease)
$984,757

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Always Answer IncOTHER$15,763not reported in the loaded dataset
Loren D Stark CompanyCONTRACT ADMIN$2,444$2,636
Empower Annuity Insurance Co.Of AmeRECORDKEEPER$1,188$0
Empower Advisory Group, LLCINVESTMENT MGMT$41not reported in the loaded dataset

Related Form 5500 pages