2023 Form 5500 filing — Action Enterprise 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 20250714141647NAL0001174321001) for Action Enterprise 401(K) Plan, reported by Action Enterprise Holdings, LLC under EIN 82-3184072 and plan number 001. It reports 709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.4MReported net assets$13,420,575
Participants709
Provider compensation$86.7K4 Schedule C row(s)$86,660
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250714141647NAL0001174321001
Plan sponsor
Action Enterprise Holdings, LLC
EIN
82-3184072
Plan number
001
Location
Birmingham, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.4M total assets
Net assets$13.4MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$2.3M
Benefits paid / distributions$2.1M
Contributions
Employer$593.4K
Participant$1.3M
Full reported line items
Total assets (EOY)
$13,420,575
Total liabilities (EOY)
$0
Net assets (EOY)
$13,420,575
Employer contributions
$593,375
Participant contributions
$1,327,458
Total income / additions
$3,847,666
Benefits paid
$2,098,633
Administrative expenses
$65,650
Total expenses
$2,343,193
Net increase / (decrease)
$1,504,473
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $54.4K · Indirect $0
  2. 2
    BROKER/ADVISOR · Indirect $20.1K
  3. 3
    INVESTMENT MGMT · Direct $6.6K
  4. 4
    CONTRACT ADMIN · Direct $5.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250714141647NAL0001174321001 cover?
It is the 2023 Form 5500 filing for Action Enterprise 401(K) Plan, reported by Action Enterprise Holdings, LLC (EIN 82-3184072).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages