Aapc 401(K) Plan — Form 5500 plan (American Academy Holding, LLC)
Plain-English plan 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, Aapc 401(K) Plan is a benefit plan reported by American Academy Holding, LLC under EIN 20-5557600 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $11,416,094 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.4MPlan net assets, end of year$11,416,094
Participants297Covered participants reported
Assets / participant$38.4KComputed: assets ÷ participants$38,438 (computed)
Provider compensation$57.1K2 Schedule C provider row(s)$57,068
- Plan sponsor
- American Academy Holding, LLC
- EIN
- 20-5557600
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20240711142550NAL0009436947001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.4M total assets
Net assets$11.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,416,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,416,094
- Net assets (BOY)
- $8,025,670
Income & contributions
- Employer contributions
- $763,621
- Participant contributions
- $1,673,861
- Total contributions
- $2,904,242
- Total income / additions
- $4,464,471
Expenses & distributions
- Benefits paid
- $1,030,371
- Administrative expenses
- $41,457
- Total expenses
- $1,074,047
- Net increase / (decrease)
- $3,390,424
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Association Financial Servies | RIA | $37,676 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $19,392 | not reported in the loaded dataset | 2023 |