2023 Form 5500 filing — Akg Financial, LLC 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 20240920114536NAL0013051664001) for Akg Financial, LLC 401(K) Profit Sharing Plan, reported by Akg Financial, LLC under EIN 87-1082061 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240920114536NAL0013051664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Akg Financial, LLC
- EIN
- 87-1082061
- Plan number
- 001
- Location
- Ft. Worth, TX
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $803,808
- Net assets (EOY)
- $803,808
- Employer contributions
- $9,606
- Participant contributions
- $17,409
- Total income / additions
- $123,490
- Administrative expenses
- $135
- Total expenses
- $135
- Net increase / (decrease)
- $123,355
- Schedule source
- Schedule I