American Financial Group 401k Retirement And Savings Plan — Form 5500 plan (American Financial Group, Inc.)
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, American Financial Group 401k Retirement And Savings Plan is a benefit plan reported by American Financial Group, Inc. under EIN 31-1544320 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,850 participants and $2,067,348,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Financial Group, Inc.
- EIN
- 31-1544320
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 9,850
- End-of-year plan assets
- $2,067,348,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,850 | H, C | 20241011113312NAL0021768305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,067,348,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,067,348,792
- Net assets (BOY)
- $1,868,034,287
Income & contributions
- Employer contributions
- $53,478,781
- Participant contributions
- $70,020,177
- Total contributions
- $149,598,998
- Total income / additions
- $360,883,300
Expenses & distributions
- Benefits paid
- $160,940,508
- Administrative expenses
- $616,510
- Total expenses
- $161,568,795
- Net increase / (decrease)
- $199,314,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | RECORDKEEPER | $460,360 | $0 | 2023 |
| Ubs Financial Services Inc | CONSULTANT | $125,000 | not reported in the loaded dataset | 2023 |
| Clark Schaefer Hacket | ACCOUNTANT | $31,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Financial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Merrill Lynch, Pierce, Fenner & Smi — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Clark Schaefer Hacket — Schedule C compensation