2023 Form 5500 filing — American & Efird Employees' Pension 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 20241007074513NAL0015781137001) for American & Efird Employees' Pension Plan, reported by American & Efird LLC under EIN 45-3709699 and plan number 002. It reports 548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007074513NAL0015781137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American & Efird LLC
- EIN
- 45-3709699
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,585,500
- Total liabilities (EOY)
- $42,305
- Net assets (EOY)
- $35,543,195
- Employer contributions
- $2,349,000
- Total income / additions
- $5,631,444
- Benefits paid
- $3,604,062
- Administrative expenses
- $658,293
- Total expenses
- $4,262,355
- Net increase / (decrease)
- $1,369,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | ACTUARY | $117,424 | not reported in the loaded dataset |
| Slc Management | INVESTMENT MANAGER | $52,037 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT MANAGER | $30,975 | not reported in the loaded dataset |
| Principal | TRUSTEE | $20,007 | $0 |
| Rsm Us Llp | AUDITOR | $13,750 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT MANAGER | $10,325 | not reported in the loaded dataset |