2023 Form 5500 filing — Aapc 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711142550NAL0009436947001) for Aapc 401(K) Plan, reported by American Academy Holding, LLC under EIN 20-5557600 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.4MReported net assets$11,416,094
Participants297
Provider compensation$57.1K2 Schedule C row(s)$57,068
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240711142550NAL0009436947001
- Plan sponsor
- American Academy Holding, LLC
- EIN
- 20-5557600
- Plan number
- 001
- Location
- Salt Lake City, UT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.4M total assets
Net assets$11.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,416,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,416,094
- Employer contributions
- $763,621
- Participant contributions
- $1,673,861
- Total income / additions
- $4,464,471
- Benefits paid
- $1,030,371
- Administrative expenses
- $41,457
- Total expenses
- $1,074,047
- Net increase / (decrease)
- $3,390,424
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Association Financial Servies | RIA | $37,676 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $19,392 | not reported in the loaded dataset |