Plan5500

Franklin Energy And Am Conservation 401(K) Plan — Form 5500 plan (Am Conservation Group, 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, Franklin Energy And Am Conservation 401(K) Plan is a benefit plan reported by Am Conservation Group, Inc. under EIN 22-3303805 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,300 participants and $60,093,852 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Am Conservation Group, Inc.
EIN
22-3303805
Plan number
001
Plan type
2
Location
Port Washington, WI
Latest filing year
2023
Participants
1,300
End-of-year plan assets
$60,093,852

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,300H, C20250130111751NAL0001603442001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,093,852
Total liabilities (EOY)
$265,104
Net assets (EOY)
$59,828,748
Net assets (BOY)
$49,512,556

Income & contributions

Employer contributions
$1,866,630
Participant contributions
$5,803,236
Total contributions
$8,046,007
Total income / additions
$17,530,911

Expenses & distributions

Benefits paid
$7,082,548
Administrative expenses
$117,244
Total expenses
$7,214,719
Net increase / (decrease)
$10,316,192

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, Inc.N/A$100,325not reported in the loaded dataset2023
Fidelity TrustN/A$16,919not reported in the loaded dataset2023

Related Form 5500 pages