Agc Southwest Chapters 401(K) Plan — Form 5500 plan (Houston Chapter Agc/Louisiana Agc)
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, Agc Southwest Chapters 401(K) Plan is a benefit plan reported by Houston Chapter Agc/Louisiana Agc under EIN 74-0490820 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,756 participants and $526,830,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houston Chapter Agc/Louisiana Agc
- EIN
- 74-0490820
- Plan number
- 002
- Plan type
- 3
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 16,756
- End-of-year plan assets
- $526,830,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,756 | H, C | 20241015191944NAL0030738305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $526,830,659
- Total liabilities (EOY)
- $3,110,098
- Net assets (EOY)
- $523,720,561
- Net assets (BOY)
- $468,854,244
Income & contributions
- Employer contributions
- $14,084,221
- Participant contributions
- $37,166,611
- Total contributions
- $54,194,769
- Total income / additions
- $127,915,020
Expenses & distributions
- Benefits paid
- $63,454,751
- Administrative expenses
- $186,457
- Total expenses
- $66,622,314
- Net increase / (decrease)
- $61,292,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $205,101 | $0 | 2023 |
| 3(16) Fiduciary Services | PLAN ADMINISTRATOR | $93,750 | not reported in the loaded dataset | 2023 |
| Hannis T. Bourgeois | AUDIT | $82,500 | not reported in the loaded dataset | 2023 |
| Bowen Miclette & Britt Insurance Ag | OTHER | $40,176 | not reported in the loaded dataset | 2023 |
| Nppg Plan Professionals LLC | INVESTMENT ADVISORY | $34,748 | not reported in the loaded dataset | 2023 |
| Nppg | PLAN ADMINISTRATOR | $30,116 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $6,600 | $1,618 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houston Chapter Agc/Louisiana Agc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Transamerica Financial Life Ins Co — Schedule C compensation
- 3(16) Fiduciary Services — Schedule C compensation
- Hannis T. Bourgeois — Schedule C compensation
- Bowen Miclette & Britt Insurance Ag — Schedule C compensation
- Nppg Plan Professionals LLC — Schedule C compensation
- Nppg — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation