2023 Form 5500 filing — American Capital Group 401(K) Profit Sharing Plan And Trust
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 20241004170722NAL0020012256001) for American Capital Group 401(K) Profit Sharing Plan And Trust, reported by American Capital Homes, Inc. under EIN 91-1744292 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004170722NAL0020012256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Capital Homes, Inc.
- EIN
- 91-1744292
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,353,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,353,149
- Employer contributions
- $43,565
- Participant contributions
- $509,835
- Total income / additions
- $1,225,936
- Benefits paid
- $380,051
- Administrative expenses
- $18,329
- Total expenses
- $398,380
- Net increase / (decrease)
- $827,556
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,339 | $0 |
| Morgan Stanley Ins Services Inc | SHAREHOLDER SERVICE PROV | $0 | $6,646 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $375 | $1,159 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $600 | $0 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $15 | not reported in the loaded dataset |