American Consulting Professionals, LLC 401(K) Plan — Form 5500 plan (American Consulting Engineers Of Florida, LLC)
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, American Consulting Professionals, LLC 401(K) Plan is a benefit plan reported by American Consulting Engineers Of Florida, LLC under EIN 04-3682340 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $13,523,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Consulting Engineers Of Florida, LLC
- EIN
- 04-3682340
- Plan number
- 001
- Plan type
- 2
- Location
- Wesley Chapel, FL
- Latest filing year
- 2023
- Participants
- 107
- End-of-year plan assets
- $13,523,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | H, C | 20240929181458NAL0008790528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,523,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,523,025
- Net assets (BOY)
- $14,044,374
Income & contributions
- Employer contributions
- $289,400
- Participant contributions
- $718,881
- Total contributions
- $1,008,281
- Total income / additions
- $3,230,969
Expenses & distributions
- Benefits paid
- $3,709,721
- Administrative expenses
- $42,597
- Total expenses
- $3,752,318
- Net increase / (decrease)
- -$521,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $401,110 | $0 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $26,320 | 2023 |
| Janet A. Panebianco, Cpa, Pllc | CONTRACT ADMINISTRATOR | $2,500 | $5,576 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Consulting Engineers Of Florida, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Wesley Chapel, FL
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC - Rpcp — Schedule C compensation
- Janet A. Panebianco, Cpa, Pllc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation