2023 Form 5500 filing — Active Concepts, 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 20241014114328NAL0014862499001) for Active Concepts, LLC 401(K) Plan, reported by Active Concepts, LLC under EIN 22-3771082 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114328NAL0014862499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Active Concepts, LLC
- EIN
- 22-3771082
- Plan number
- 001
- Location
- Lincolnton, NC
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,118,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,118,187
- Employer contributions
- $404,559
- Participant contributions
- $770,275
- Total income / additions
- $2,157,935
- Benefits paid
- $154,601
- Administrative expenses
- $20,206
- Total expenses
- $175,713
- Net increase / (decrease)
- $1,982,222
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Holland Capital Management LLC | NONE | $13,071 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $12,185 | $0 |
| Tannin Capital LLC | NONE | $6,971 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |