2023 Form 5500 filing — Albuquerque Publishing Company 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 20241002155238NAL0009092849001) for Albuquerque Publishing Company 401(K) Plan, reported by Albuquerque Publishing Company under EIN 85-0377498 and plan number 002. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002155238NAL0009092849001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Albuquerque Publishing Company
- EIN
- 85-0377498
- Plan number
- 002
- Location
- Albuquerque, NM
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,436,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,436,338
- Employer contributions
- $180,629
- Participant contributions
- $610,605
- Total income / additions
- $4,952,616
- Benefits paid
- $5,991,260
- Administrative expenses
- $41,193
- Total expenses
- $6,032,453
- Net increase / (decrease)
- -$1,079,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sagepoint Financial Inc | INVESTMENT ADVISOR | $26,357 | not reported in the loaded dataset |
| Pension Planning Consultants, Inc. | CONTRACT ADMIN | $11,491 | $0 |
| Osaic Wealth, Inc. | INVESTMENT ADVISOR | $8,156 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,870 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |