2023 Form 5500 filing — American Angus Association Discretionary Defined Contribution 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 20241007142543NAL0007674883001) for American Angus Association Discretionary Defined Contribution Plan, reported by American Angus Association under EIN 44-0605539 and plan number 002. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007142543NAL0007674883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Angus Association
- EIN
- 44-0605539
- Plan number
- 002
- Location
- St. Joseph, MO
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,018,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,018,334
- Employer contributions
- $1,752,729
- Participant contributions
- $1,852,416
- Total income / additions
- $10,925,530
- Benefits paid
- $2,967,752
- Administrative expenses
- $90,756
- Total expenses
- $3,058,806
- Net increase / (decrease)
- $7,866,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $51,777 | $0 |
| Ubs Financial Services | NONE | $38,979 | not reported in the loaded dataset |