2023 Form 5500 filing — Ms Agc Mep 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 20241015224223NAL0017303235001) for Ms Agc Mep 401(K) Plan, reported by Associated General Contractors Of Mississippi under EIN 64-0324725 and plan number 002. It reports 1,618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015224223NAL0017303235001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Associated General Contractors Of Mississippi
- EIN
- 64-0324725
- Plan number
- 002
- Location
- Jackson, MS
- Participants
- 1,618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,987,826
- Total liabilities (EOY)
- $21,618
- Net assets (EOY)
- $42,966,208
- Employer contributions
- $1,926,187
- Participant contributions
- $4,057,378
- Total income / additions
- $12,549,658
- Benefits paid
- $4,518,912
- Administrative expenses
- $130,347
- Total expenses
- $4,695,830
- Net increase / (decrease)
- $7,853,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinnacle Wealth LLC | INVESTMENT ADVISORY - PLA | $110,269 | not reported in the loaded dataset |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $47,635 | $131 |
| 3(16) Fiduciary Services Corp | PLAN ADMINSTRATOR | $36,091 | not reported in the loaded dataset |
| Transamerica Financial Life Ins. Co | RECORDKEEPER | $31,212 | $0 |
| Templeton & Company, Llp | AUDIT | $10,500 | not reported in the loaded dataset |