American Excelsior Company 401(K) Savings Plan — Form 5500 plan (American Excelsior Company)
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 Excelsior Company 401(K) Savings Plan is a benefit plan reported by American Excelsior Company under EIN 75-1492124 and plan number 003. The latest loaded filing year is 2023. The filing reports 587 participants and $29,722,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Excelsior Company
- EIN
- 75-1492124
- Plan number
- 003
- Plan type
- 2
- Location
- Arlington, TX
- Latest filing year
- 2023
- Participants
- 587
- End-of-year plan assets
- $29,722,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 587 | H, C | 20240916114154NAL0001465073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,722,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,722,156
- Net assets (BOY)
- $26,257,198
Income & contributions
- Employer contributions
- $798,342
- Participant contributions
- $1,779,830
- Total contributions
- $2,821,383
- Total income / additions
- $6,490,024
Expenses & distributions
- Benefits paid
- $2,908,525
- Administrative expenses
- $110,759
- Total expenses
- $3,025,066
- Net increase / (decrease)
- $3,464,958
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $110,759 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISORY | $0 | $52,500 | 2023 |