2023 Form 5500 filing — Acoma Business Enterprises 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 20241002151136NAL0004964915001) for Acoma Business Enterprises 401(K) Plan, reported by Acoma Business Enterprises under EIN 85-0448136 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002151136NAL0004964915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acoma Business Enterprises
- EIN
- 85-0448136
- Plan number
- 001
- Location
- Acoma, NM
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,407,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,407,470
- Employer contributions
- $168,409
- Participant contributions
- $375,850
- Total income / additions
- $1,594,002
- Benefits paid
- $507,767
- Administrative expenses
- $37,387
- Total expenses
- $553,104
- Net increase / (decrease)
- $1,040,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pfg Advisors LLC | INVESTMENT ADVISOR | $21,872 | not reported in the loaded dataset |
| Redw LLC | AUDITOR | $6,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,491 | not reported in the loaded dataset |
| Axa Advisors, LLC | INVESTMENT ADVISOR | $2,430 | not reported in the loaded dataset |
| M & O Agencies Inc Dba The Mahoney | OTHER | $1,309 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $784 | $0 |