2023 Form 5500 filing — Associated General Contractors Of Maine 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 20241015193621NAL0017121779001) for Associated General Contractors Of Maine 401(K) Profit Sharing Plan And Trust, reported by Associated General Contractors Of Maine under EIN 01-0275734 and plan number 001. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193621NAL0017121779001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Associated General Contractors Of Maine
- EIN
- 01-0275734
- Plan number
- 001
- Location
- Augusta, ME
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,229,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,229,731
- Employer contributions
- $441,601
- Participant contributions
- $1,301,750
- Total income / additions
- $3,723,898
- Benefits paid
- $949,842
- Administrative expenses
- $102,496
- Total expenses
- $1,072,380
- Net increase / (decrease)
- $2,651,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $71,736 | $0 |
| Atlas Fiduciary Services, Inc | INVESTMENT ADVISOR | $24,098 | not reported in the loaded dataset |
| Atlas Pension Administrators, Inc | CONTRACT ADMIN | $4,650 | not reported in the loaded dataset |
| Vance Gray Wealth Management | INVESTMENT ADVISOR | $2,008 | not reported in the loaded dataset |
| Usa Financial | INVESTMENT ADVISOR | $4 | not reported in the loaded dataset |