2023 Form 5500 filing — Am General Capital Accumulation And Employer Retirement Contribution 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 20241014070657NAL0014590659003) for Am General Capital Accumulation And Employer Retirement Contribution Plan, reported by Am General LLC under EIN 03-0448255 and plan number 023. It reports 708 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014070657NAL0014590659003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Am General LLC
- EIN
- 03-0448255
- Plan number
- 023
- Location
- South Bend, IN
- Participants
- 708
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,136,510
- Net assets (EOY)
- $113,136,510
- Employer contributions
- $3,754,835
- Participant contributions
- $4,131,658
- Total income / additions
- $27,439,729
- Benefits paid
- $10,519,543
- Administrative expenses
- $78,432
- Total expenses
- $10,606,607
- Net increase / (decrease)
- $16,833,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Servi | NONE | $60,317 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $12,745 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $5,370 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |