2023 Form 5500 filing — American Equity Service Inc Profit Sharing 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 20250124181933NAL0005214723001) for American Equity Service Inc Profit Sharing Plan, reported by American Equity Service Inc under EIN 68-0086046 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250124181933NAL0005214723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Equity Service Inc
- EIN
- 68-0086046
- Plan number
- 001
- Location
- Citrus Heights, CA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,826,511
- Net assets (EOY)
- $1,826,511
- Employer contributions
- $15,515
- Total income / additions
- $153,650
- Administrative expenses
- $2,298
- Total expenses
- $2,298
- Net increase / (decrease)
- $151,352
- Schedule source
- Schedule I