2023 Form 5500 filing — Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing 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 20241029163319NAL0005042305001) for Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan, reported by Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan under EIN 95-1951119 and plan number 002. It reports 4,749 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029163319NAL0005042305001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan
- EIN
- 95-1951119
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 4,749
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,586,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,586,700
- Employer contributions
- $10,351,078
- Participant contributions
- $5,652,043
- Total income / additions
- $36,478,638
- Benefits paid
- $14,546,897
- Administrative expenses
- $1,015,183
- Total expenses
- $15,562,080
- Net increase / (decrease)
- $20,916,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agc Retirement Trust | TRUSTEE (CORPORATE) | $835,005 | not reported in the loaded dataset |
| West Coast Group Benefits | CONSULTING | $144,705 | not reported in the loaded dataset |
| Transamerica Financial Life Insuran | RECORDKEEPER | $72,559 | $0 |
| Futureplan By Ascensus | THIRD PARTY ADMINISTRATON | $64,210 | $643 |
| Leafhouse Financial Adivsors, LLC | INVESTMENT ADVISORY | $39,988 | not reported in the loaded dataset |
| Mma Securities | INVESTMENT ADVISORY-PLAN | $17,500 | not reported in the loaded dataset |
| Schaffer Enterprises | RECORDKEEPING | $16,415 | $0 |
| Cavignac & Associates | RECORDKEEPER | $8,575 | $0 |
| Independent Advisor Alliance | INVESTMENT ADVISORY | $5,205 | not reported in the loaded dataset |
| Von Berge Wealth Management Group | CONSULTING | $3,688 | not reported in the loaded dataset |
| Mcgriff Ins Svcs | CONSULTING | $3,240 | not reported in the loaded dataset |