2023 Form 5500 filing — Ac Pro 401(K) 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 20240918133539NAL0001729587001) for Ac Pro 401(K) Retirement Plan, reported by Material Supply, Inc. Dba Ac Pro under EIN 33-0206092 and plan number 001. It reports 566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240918133539NAL0001729587001
Filing year
2023
Form type
2
Plan sponsor
Material Supply, Inc. Dba Ac Pro
EIN
33-0206092
Plan number
001
Location
Fontana, CA
Participants
566
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,171,932
Total liabilities (EOY)
$0
Net assets (EOY)
$18,171,932
Employer contributions
$1,302,332
Participant contributions
$2,186,078
Total income / additions
$5,813,829
Benefits paid
$2,782,061
Administrative expenses
$106,840
Total expenses
$2,888,901
Net increase / (decrease)
$2,924,928
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$39,696$0
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$35,815not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$31,329not reported in the loaded dataset

Related Form 5500 pages