2023 Form 5500 filing — American General Media Profit Sharing And 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 20241014170242NAL0045408928001) for American General Media Profit Sharing And 401(K) Plan, reported by Agm California Inc under EIN 77-0309110 and plan number 001. It reports 145 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)$6.3MReported net assets$6,315,631
Participants145
Provider compensation$10.2K2 Schedule C row(s)$10,160
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014170242NAL0045408928001
Plan sponsor
Agm California Inc
EIN
77-0309110
Plan number
001
Location
Bakersfield, CA
Received date
not reported in the loaded dataset
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)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$327K
Benefits paid / distributions$316.9K
Contributions
Employer$163K
Participant$347.7K
Full reported line items
Total assets (EOY)
$6,315,631
Total liabilities (EOY)
$0
Net assets (EOY)
$6,315,631
Employer contributions
$162,969
Participant contributions
$347,663
Total income / additions
$1,405,660
Benefits paid
$316,879
Administrative expenses
$10,160
Total expenses
$327,039
Net increase / (decrease)
$1,078,621

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stadion Money Management, LLCMANAGED ACCOUNT PROVIDER$8,388not reported in the loaded dataset
Ameritas Life Insurance CorpBUNDLED RECORDKEEPER$1,772$0

Related Form 5500 pages