2023 Form 5500 filing — Advantage Capital Management Corporation Employee Stock Ownership 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 20260303153820NAL0001470147001) for Advantage Capital Management Corporation Employee Stock Ownership Plan, reported by Advantage Capital Management Corporation under EIN 72-1262990 and plan number 002. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260303153820NAL0001470147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advantage Capital Management Corporation
- EIN
- 72-1262990
- Plan number
- 002
- Location
- New Orleans, LA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,282,011
- Total liabilities (EOY)
- $149,727
- Net assets (EOY)
- $2,132,284
- Employer contributions
- $287,909
- Total income / additions
- -$1,722,777
- Benefits paid
- $173,636
- Administrative expenses
- $17,786
- Total expenses
- $203,974
- Net increase / (decrease)
- -$1,926,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbi Valuation Group, LLC | NONE | $16,416 | not reported in the loaded dataset |