2023 Form 5500 filing — America Ii Corp. Retirement 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 20240917134211NAL0005293264001) for America Ii Corp. Retirement Savings Plan, reported by America Ii Group LLC under EIN 59-3270107 and plan number 001. It reports 365 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)$38.4MReported net assets$38,418,291

Participants365

Provider compensation$89.8K2 Schedule C row(s)$89,768

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240917134211NAL0005293264001
Plan sponsor: America Ii Group LLC
EIN: 59-3270107
Plan number: 001
Location: St. Petersburg, FL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$38.4M total assets

Net assets$38.4MLiabilities$0

Money in vs. money out

Total income / additions$8.5M

Total expenses$4M

Benefits paid / distributions$3.9M

Contributions

Employer$692.9K

Participant$2M

Full reported line items

Total assets (EOY): $38,418,291
Total liabilities (EOY): $0
Net assets (EOY): $38,418,291
Employer contributions: $692,908
Participant contributions: $1,997,422
Total income / additions: $8,525,166
Benefits paid: $3,926,044
Administrative expenses: $89,768
Total expenses: $4,015,812
Net increase / (decrease): $4,509,354

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$89.8K
CONTRACT ADMINISTRATOR · Direct $89.8K · Indirect $0
2
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917134211NAL0005293264001 cover?: It is the 2023 Form 5500 filing for America Ii Corp. Retirement Savings Plan, reported by America Ii Group LLC (EIN 59-3270107).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).