Ac Pro 401(K) Retirement Plan — Form 5500 plan (Material Supply, Inc. Dba Ac Pro)
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, Ac Pro 401(K) Retirement Plan is a benefit plan reported by Material Supply, Inc. Dba Ac Pro under EIN 33-0206092 and plan number 001. The latest loaded filing year is 2023. The filing reports 566 participants and $18,171,932 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Material Supply, Inc. Dba Ac Pro
- EIN
- 33-0206092
- Plan number
- 001
- Plan type
- 2
- Location
- Fontana, CA
- Latest filing year
- 2023
- Participants
- 566
- End-of-year plan assets
- $18,171,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 566 | H, C | 20240918133539NAL0001729587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,171,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,171,932
- Net assets (BOY)
- $15,247,004
Income & contributions
- Employer contributions
- $1,302,332
- Participant contributions
- $2,186,078
- Total contributions
- $3,571,676
- Total income / additions
- $5,813,829
Expenses & distributions
- Benefits paid
- $2,782,061
- Administrative expenses
- $106,840
- Total expenses
- $2,888,901
- Net increase / (decrease)
- $2,924,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,696 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $35,815 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $31,329 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Material Supply, Inc. Dba Ac Pro
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fontana, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation