Advocap, Inc. Retirement Plan — Form 5500 plan (Advocap, 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, Advocap, Inc. Retirement Plan is a benefit plan reported by Advocap, Inc. under EIN 39-1053365 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $7,259,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advocap, Inc.
- EIN
- 39-1053365
- Plan number
- 001
- Plan type
- 2
- Location
- Fond Du Lac, WI
- Latest filing year
- 2023
- Participants
- 253
- End-of-year plan assets
- $7,259,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20240716154137NAL0001926003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,259,329
- Net assets (EOY)
- $7,259,329
- Net assets (BOY)
- $6,526,278
Income & contributions
- Employer contributions
- $244,729
- Participant contributions
- $254,185
- Total contributions
- $526,599
- Total income / additions
- $1,557,788
Expenses & distributions
- Benefits paid
- $793,199
- Administrative expenses
- $31,538
- Total expenses
- $824,737
- Net increase / (decrease)
- $733,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,299 | $0 | 2023 |
| Honor Townsend & Kent LLC | BROKER/ADVISO R | $0 | $19,302 | 2023 |
| Blue Chip Retirement Plans, Inc. | TPA | $10,239 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advocap, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fond Du Lac, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Honor Townsend & Kent LLC — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation