2023 Form 5500 filing — Franklin Energy And Am Conservation 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 20250130111751NAL0001603442001) for Franklin Energy And Am Conservation 401(K) Plan, reported by Am Conservation Group, Inc. under EIN 22-3303805 and plan number 001. It reports 1,300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130111751NAL0001603442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Am Conservation Group, Inc.
- EIN
- 22-3303805
- Plan number
- 001
- Location
- Port Washington, WI
- Participants
- 1,300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,093,852
- Total liabilities (EOY)
- $265,104
- Net assets (EOY)
- $59,828,748
- Employer contributions
- $1,866,630
- Participant contributions
- $5,803,236
- Total income / additions
- $17,530,911
- Benefits paid
- $7,082,548
- Administrative expenses
- $117,244
- Total expenses
- $7,214,719
- Net increase / (decrease)
- $10,316,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, Inc. | N/A | $100,325 | not reported in the loaded dataset |
| Fidelity Trust | N/A | $16,919 | not reported in the loaded dataset |