2023 Form 5500 filing — American Military Academy 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 20250203131249NAL0003632595001) for American Military Academy Retirement Plan, reported by American Military Academy Corporation under EIN 66-0244040 and plan number 001. It reports 103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203131249NAL0003632595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Military Academy Corporation
- EIN
- 66-0244040
- Plan number
- 001
- Location
- Guaynabo, PR
- Participants
- 103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,788,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,788,093
- Employer contributions
- $3,515
- Participant contributions
- $107,657
- Total income / additions
- $232,182
- Benefits paid
- $138,265
- Administrative expenses
- $510
- Total expenses
- $138,775
- Net increase / (decrease)
- $93,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER/ ADVISOR | $0 | $819 |
| Pension Plus Inc | CONTRACT ADM | $0 | $167 |
| Envestnet Retirement Solutions LLC | OTHER | $83 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $47 | $0 |