2023 Form 5500 filing — Aapc 401(K) 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 20240711142550NAL0009436947001) for Aapc 401(K) Plan, reported by American Academy Holding, LLC under EIN 20-5557600 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711142550NAL0009436947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Academy Holding, LLC
- EIN
- 20-5557600
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,416,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,416,094
- Employer contributions
- $763,621
- Participant contributions
- $1,673,861
- Total income / additions
- $4,464,471
- Benefits paid
- $1,030,371
- Administrative expenses
- $41,457
- Total expenses
- $1,074,047
- Net increase / (decrease)
- $3,390,424
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Association Financial Servies | RIA | $37,676 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $19,392 | not reported in the loaded dataset |