American Military Academy Retirement Plan — Form 5500 plan (American Military Academy Corporation)
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 Military Academy Retirement Plan is a benefit plan reported by American Military Academy Corporation under EIN 66-0244040 and plan number 001. The latest loaded filing year is 2023. The filing reports 103 participants and $1,788,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Military Academy Corporation
- EIN
- 66-0244040
- Plan number
- 001
- Plan type
- 2
- Location
- Guaynabo, PR
- Latest filing year
- 2023
- Participants
- 103
- End-of-year plan assets
- $1,788,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 103 | H, C | 20250203131249NAL0003632595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,788,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,788,093
- Net assets (BOY)
- $1,694,686
Income & contributions
- Employer contributions
- $3,515
- Participant contributions
- $107,657
- Total contributions
- $111,172
- Total income / additions
- $232,182
Expenses & distributions
- Benefits paid
- $138,265
- Administrative expenses
- $510
- Total expenses
- $138,775
- Net increase / (decrease)
- $93,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER/ ADVISOR | $0 | $819 | 2023 |
| Pension Plus Inc | CONTRACT ADM | $0 | $167 | 2023 |
| Envestnet Retirement Solutions LLC | OTHER | $83 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $47 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Military Academy Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Guaynabo, PR
- Cetera Advisor Networks LLC — Schedule C compensation
- Pension Plus Inc — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation