Ms Agc Mep 401(K) Plan — Form 5500 plan (Associated General Contractors Of Mississippi)
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, Ms Agc Mep 401(K) Plan is a benefit plan reported by Associated General Contractors Of Mississippi under EIN 64-0324725 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,618 participants and $42,987,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated General Contractors Of Mississippi
- EIN
- 64-0324725
- Plan number
- 002
- Plan type
- 3
- Location
- Jackson, MS
- Latest filing year
- 2023
- Participants
- 1,618
- End-of-year plan assets
- $42,987,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,618 | H, C | 20241015224223NAL0017303235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,987,826
- Total liabilities (EOY)
- $21,618
- Net assets (EOY)
- $42,966,208
- Net assets (BOY)
- $30,974,112
Income & contributions
- Employer contributions
- $1,926,187
- Participant contributions
- $4,057,378
- Total contributions
- $7,347,292
- Total income / additions
- $12,549,658
Expenses & distributions
- Benefits paid
- $4,518,912
- Administrative expenses
- $130,347
- Total expenses
- $4,695,830
- Net increase / (decrease)
- $7,853,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle Wealth LLC | INVESTMENT ADVISORY - PLA | $110,269 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $47,635 | $131 | 2023 |
| 3(16) Fiduciary Services Corp | PLAN ADMINSTRATOR | $36,091 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Ins. Co | RECORDKEEPER | $31,212 | $0 | 2023 |
| Templeton & Company, Llp | AUDIT | $10,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated General Contractors Of Mississippi
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Jackson, MS
- Pinnacle Wealth LLC — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation
- 3(16) Fiduciary Services Corp — Schedule C compensation
- Transamerica Financial Life Ins. Co — Schedule C compensation
- Templeton & Company, Llp — Schedule C compensation