The American Legion Employees Salary Savings Plan — Form 5500 plan (American Legion National Headquarters)
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, The American Legion Employees Salary Savings Plan is a benefit plan reported by American Legion National Headquarters under EIN 35-0144250 and plan number 002. The latest loaded filing year is 2023. The filing reports 281 participants and $17,868,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Legion National Headquarters
- EIN
- 35-0144250
- Plan number
- 002
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $17,868,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20241015153005NAL0028938529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,868,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,868,113
- Net assets (BOY)
- $15,227,219
Income & contributions
- Employer contributions
- $388,750
- Participant contributions
- $940,472
- Total contributions
- $1,329,222
- Total income / additions
- $4,184,312
Expenses & distributions
- Benefits paid
- $1,467,767
- Administrative expenses
- $75,651
- Total expenses
- $1,543,418
- Net increase / (decrease)
- $2,640,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Invst | NONE | $40,612 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $30,033 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $5,006 | $0 | 2023 |