2023 Form 5500 filing — Allianz Asset Management Of America 401(K) Savings And Retirement 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 20241014132942NAL0015006163001) for Allianz Asset Management Of America 401(K) Savings And Retirement Plan, reported by Allianz Asset Management Of America LLC under EIN 99-0994535 and plan number 001. It reports 5,041 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132942NAL0015006163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allianz Asset Management Of America LLC
- EIN
- 99-0994535
- Plan number
- 001
- Location
- Newport Beach, CA
- Participants
- 5,041
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,887,474,669
- Total liabilities (EOY)
- $151,500
- Net assets (EOY)
- $1,887,323,169
- Employer contributions
- $59,207,923
- Participant contributions
- $43,325,309
- Total income / additions
- $439,206,633
- Benefits paid
- $110,955,559
- Administrative expenses
- $213,040
- Total expenses
- $111,221,826
- Net increase / (decrease)
- $327,984,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $116,440 | not reported in the loaded dataset |
| Ep Wealth Advisors LLC | NONE | $33,271 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $22,904 | $0 |
| Signaturefd LLC | NONE | $20,179 | not reported in the loaded dataset |
| Evoke Wealth LLC | NONE | $13,747 | not reported in the loaded dataset |
| Private Ocean | NONE | $12,638 | not reported in the loaded dataset |
| Mariner Platform Solutions LLC | NONE | $12,476 | not reported in the loaded dataset |