2023 Form 5500 filing — A-America, Inc. 401(K) Retirement Savings Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620135059NAL0001368465001) for A-America, Inc. 401(K) Retirement Savings Profit Sharing Plan, reported by A-America, Inc. under EIN 91-0916449 and plan number 001. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.3MReported net assets$7,256,910
Participants71
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240620135059NAL0001368465001
Plan sponsor
A-America, Inc.
EIN
91-0916449
Plan number
001
Location
Algona, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$296K
Benefits paid / distributions$261.2K
Contributions
Employer$305.3K
Participant$222.3K
Full reported line items
Total assets (EOY)
$7,256,910
Total liabilities (EOY)
$0
Net assets (EOY)
$7,256,910
Employer contributions
$305,269
Participant contributions
$222,334
Total income / additions
$1,313,913
Benefits paid
$261,172
Administrative expenses
$34,864
Total expenses
$296,036
Net increase / (decrease)
$1,017,877

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240620135059NAL0001368465001 cover?
It is the 2023 Form 5500 filing for A-America, Inc. 401(K) Retirement Savings Profit Sharing Plan, reported by A-America, Inc. (EIN 91-0916449).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages