American Capital Group 401(K) Profit Sharing Plan And Trust — Form 5500 plan (American Capital Homes, 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, American Capital Group 401(K) Profit Sharing Plan And Trust is a benefit plan reported by American Capital Homes, Inc. under EIN 91-1744292 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $5,353,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Capital Homes, Inc.
- EIN
- 91-1744292
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $5,353,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241004170722NAL0020012256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,353,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,353,149
- Net assets (BOY)
- $4,525,593
Income & contributions
- Employer contributions
- $43,565
- Participant contributions
- $509,835
- Total contributions
- $562,222
- Total income / additions
- $1,225,936
Expenses & distributions
- Benefits paid
- $380,051
- Administrative expenses
- $18,329
- Total expenses
- $398,380
- Net increase / (decrease)
- $827,556
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,339 | $0 | 2023 |
| Morgan Stanley Ins Services Inc | SHAREHOLDER SERVICE PROV | $0 | $6,646 | 2023 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $375 | $1,159 | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $600 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $15 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Capital Homes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Ins Services Inc — Schedule C compensation
- Hunnex And Shoemaker Inc — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation