Advanced Concepts Enterprises 401(K) Plan — Form 5500 plan (Advanced Concepts Enterprises Inc.)
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, Advanced Concepts Enterprises 401(K) Plan is a benefit plan reported by Advanced Concepts Enterprises Inc. under EIN 05-0546385 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $4,745,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Concepts Enterprises Inc.
- EIN
- 05-0546385
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Walton Beach, FL
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $4,745,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240724210132NAL0023120592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,745,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,745,869
- Net assets (BOY)
- $3,573,850
Income & contributions
- Employer contributions
- $291,500
- Participant contributions
- $692,607
- Total contributions
- $1,423,724
- Total income / additions
- $2,048,515
Expenses & distributions
- Benefits paid
- $855,045
- Administrative expenses
- $21,451
- Total expenses
- $876,496
- Net increase / (decrease)
- $1,172,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hancock Whitney Bank | INVESTMENT ADVISOR | $14,986 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,465 | $0 | 2023 |