2023 Form 5500 filing — American Quarter Horse Association 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 20240815130836NAL0022491376001) for American Quarter Horse Association 401(K) Plan, reported by American Quarter Horse Association under EIN 75-0725576 and plan number 004. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.3MReported net assets$14,281,702
Participants282
Provider compensation$64.4K5 Schedule C row(s)$64,369
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240815130836NAL0022491376001
- Plan sponsor
- American Quarter Horse Association
- EIN
- 75-0725576
- Plan number
- 004
- Location
- Amarillo, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.3M total assets
Net assets$14.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,281,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,281,702
- Employer contributions
- $684,456
- Participant contributions
- $862,047
- Total income / additions
- $3,553,198
- Benefits paid
- $1,172,986
- Administrative expenses
- $64,369
- Total expenses
- $1,233,523
- Net increase / (decrease)
- $2,319,675
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amarillo National Bank | INVESTMENT ADVISOR | $43,864 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,576 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,909 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHERS | $20 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHERS | $0 | $0 |