2023 Form 5500 filing — American Excelsior Company 401(K) Savings 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 20240916114154NAL0001465073001) for American Excelsior Company 401(K) Savings Plan, reported by American Excelsior Company under EIN 75-1492124 and plan number 003. It reports 587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916114154NAL0001465073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Excelsior Company
- EIN
- 75-1492124
- Plan number
- 003
- Location
- Arlington, TX
- Participants
- 587
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,722,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,722,156
- Employer contributions
- $798,342
- Participant contributions
- $1,779,830
- Total income / additions
- $6,490,024
- Benefits paid
- $2,908,525
- Administrative expenses
- $110,759
- Total expenses
- $3,025,066
- Net increase / (decrease)
- $3,464,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $110,759 | $0 |
| Creative Planning LLC | INVESTMENT ADVISORY | $0 | $52,500 |