2023 Form 5500 filing — Ia American Warranty, Lp 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 20241008114645NAL0009604467001) for Ia American Warranty, Lp 401(K) Plan, reported by Ia American Warranty, Lp under EIN 20-0320671 and plan number 001. It reports 778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008114645NAL0009604467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ia American Warranty, Lp
- EIN
- 20-0320671
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,171,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,171,311
- Employer contributions
- $1,781,457
- Participant contributions
- $3,496,187
- Total income / additions
- $11,905,318
- Benefits paid
- $4,846,229
- Administrative expenses
- $197,242
- Total expenses
- $5,079,926
- Net increase / (decrease)
- $6,825,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $100,591 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,486 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $26,580 | not reported in the loaded dataset |
| Holtzman Partners Llp | AUDITOR | $10,500 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset |