2023 Form 5500 filing — American Consulting Professionals, LLC 401(K) 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 20240929181458NAL0008790528001) for American Consulting Professionals, LLC 401(K) Plan, reported by American Consulting Engineers Of Florida, LLC under EIN 04-3682340 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240929181458NAL0008790528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Consulting Engineers Of Florida, LLC
- EIN
- 04-3682340
- Plan number
- 001
- Location
- Wesley Chapel, FL
- Participants
- 107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,523,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,523,025
- Employer contributions
- $289,400
- Participant contributions
- $718,881
- Total income / additions
- $3,230,969
- Benefits paid
- $3,709,721
- Administrative expenses
- $42,597
- Total expenses
- $3,752,318
- Net increase / (decrease)
- -$521,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $401,110 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $26,320 |
| Janet A. Panebianco, Cpa, Pllc | CONTRACT ADMINISTRATOR | $2,500 | $5,576 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |