Associated General Contractors Of Maine 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Associated General Contractors Of Maine)

Plain-English plan 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, Associated General Contractors Of Maine 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Associated General Contractors Of Maine under EIN 01-0275734 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $14,229,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated General Contractors Of Maine
EIN
01-0275734
Plan number
001
Plan type
3
Location
Augusta, ME
Latest filing year
2023
Participants
302
End-of-year plan assets
$14,229,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023302H, C20241015193621NAL0017121779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,229,731
Total liabilities (EOY)
$0
Net assets (EOY)
$14,229,731
Net assets (BOY)
$11,578,213

Income & contributions

Employer contributions
$441,601
Participant contributions
$1,301,750
Total contributions
$1,774,435
Total income / additions
$3,723,898

Expenses & distributions

Benefits paid
$949,842
Administrative expenses
$102,496
Total expenses
$1,072,380
Net increase / (decrease)
$2,651,518

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$71,736$02023
Atlas Fiduciary Services, IncINVESTMENT ADVISOR$24,098not reported in the loaded dataset2023
Atlas Pension Administrators, IncCONTRACT ADMIN$4,650not reported in the loaded dataset2023
Vance Gray Wealth ManagementINVESTMENT ADVISOR$2,008not reported in the loaded dataset2023
Usa FinancialINVESTMENT ADVISOR$4not reported in the loaded dataset2023

Related Form 5500 pages