Affiliated Capital Resources 401(K) Profit Sharing Plan — Form 5500 plan (Affiliated Capital Resources)
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, Affiliated Capital Resources 401(K) Profit Sharing Plan is a benefit plan reported by Affiliated Capital Resources under EIN 95-4350248 and plan number 003. The latest loaded filing year is 2023. The filing reports 2 participants and $4,243,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Affiliated Capital Resources
- EIN
- 95-4350248
- Plan number
- 003
- Plan type
- 2
- Location
- Malibu, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $4,243,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240923082503NAL0004069283001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,243,971
- Net assets (EOY)
- $4,243,971
- Net assets (BOY)
- $3,819,043
Income & contributions
- Employer contributions
- $7,500
- Participant contributions
- $0
- Total income / additions
- $433,108
Expenses & distributions
- Administrative expenses
- $8,180
- Total expenses
- $8,180
- Net increase / (decrease)
- $424,928
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.