American Quarter Horse Association 401(K) Plan — Form 5500 plan (American Quarter Horse Association)
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 Quarter Horse Association 401(K) Plan is a benefit plan reported by American Quarter Horse Association under EIN 75-0725576 and plan number 004. The latest loaded filing year is 2023. The filing reports 282 participants and $14,281,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Quarter Horse Association
- EIN
- 75-0725576
- Plan number
- 004
- Plan type
- 2
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $14,281,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20240815130836NAL0022491376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,281,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,281,702
- Net assets (BOY)
- $11,962,027
Income & contributions
- Employer contributions
- $684,456
- Participant contributions
- $862,047
- Total contributions
- $1,587,766
- Total income / additions
- $3,553,198
Expenses & distributions
- Benefits paid
- $1,172,986
- Administrative expenses
- $64,369
- Total expenses
- $1,233,523
- Net increase / (decrease)
- $2,319,675
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amarillo National Bank | INVESTMENT ADVISOR | $43,864 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,576 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,909 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHERS | $20 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHERS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Quarter Horse Association
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Amarillo, TX
- Amarillo National Bank — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation