A-Cap, LLC 401(K) Plan — Form 5500 plan (A-Cap, LLC)
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, A-Cap, LLC 401(K) Plan is a benefit plan reported by A-Cap, LLC under EIN 83-2347891 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $8,219,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A-Cap, LLC
- EIN
- 83-2347891
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasantville, NY
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $8,219,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241010152653NAL0011659891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,219,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,219,132
- Net assets (BOY)
- $6,701,579
Income & contributions
- Employer contributions
- $161,727
- Participant contributions
- $995,097
- Total contributions
- $1,273,278
- Total income / additions
- $2,383,897
Expenses & distributions
- Benefits paid
- $835,346
- Administrative expenses
- $30,998
- Total expenses
- $866,344
- Net increase / (decrease)
- $1,517,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $94,901 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services Inc | INVESTMENT ADVISOR | $23,487 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,124 | not reported in the loaded dataset | 2023 |
| Cook Martin Poulson, Pc | CONTRACT ADMIN/TPA | $1,610 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | OTHER | -$6,468 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A-Cap, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Pleasantville, NY
- Empower Annuity Insurance Company — Schedule C compensation
- Gallagher Benefit Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cook Martin Poulson, Pc — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation