Albuquerque Publishing Company 401(K) Plan — Form 5500 plan (Albuquerque Publishing Company)
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, Albuquerque Publishing Company 401(K) Plan is a benefit plan reported by Albuquerque Publishing Company under EIN 85-0377498 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $27,436,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Albuquerque Publishing Company
- EIN
- 85-0377498
- Plan number
- 002
- Plan type
- 3
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $27,436,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241002155238NAL0009092849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,436,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,436,338
- Net assets (BOY)
- $28,516,175
Income & contributions
- Employer contributions
- $180,629
- Participant contributions
- $610,605
- Total contributions
- $858,868
- Total income / additions
- $4,952,616
Expenses & distributions
- Benefits paid
- $5,991,260
- Administrative expenses
- $41,193
- Total expenses
- $6,032,453
- Net increase / (decrease)
- -$1,079,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sagepoint Financial Inc | INVESTMENT ADVISOR | $26,357 | not reported in the loaded dataset | 2023 |
| Pension Planning Consultants, Inc. | CONTRACT ADMIN | $11,491 | $0 | 2023 |
| Osaic Wealth, Inc. | INVESTMENT ADVISOR | $8,156 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,870 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Albuquerque Publishing Company
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Sagepoint Financial Inc — Schedule C compensation
- Pension Planning Consultants, Inc. — Schedule C compensation
- Osaic Wealth, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation