2023 Form 5500 filing — American Financial Group 401k Retirement And Savings 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 20241011113312NAL0021768305001) for American Financial Group 401k Retirement And Savings Plan, reported by American Financial Group, Inc. under EIN 31-1544320 and plan number 001. It reports 9,850 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113312NAL0021768305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Financial Group, Inc.
- EIN
- 31-1544320
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 9,850
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,067,348,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,067,348,792
- Employer contributions
- $53,478,781
- Participant contributions
- $70,020,177
- Total income / additions
- $360,883,300
- Benefits paid
- $160,940,508
- Administrative expenses
- $616,510
- Total expenses
- $161,568,795
- Net increase / (decrease)
- $199,314,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | RECORDKEEPER | $460,360 | $0 |
| Ubs Financial Services Inc | CONSULTANT | $125,000 | not reported in the loaded dataset |
| Clark Schaefer Hacket | ACCOUNTANT | $31,150 | not reported in the loaded dataset |