2023 Form 5500 filing — American Independent Companies, Inc. 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 20241014104510NAL0045666304001) for American Independent Companies, Inc. 401(K) Plan, reported by American Independent Companies, Inc. under EIN 20-1899751 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104510NAL0045666304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Independent Companies, Inc.
- EIN
- 20-1899751
- Plan number
- 001
- Location
- West Conshohocken, PA
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,567,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,567,346
- Employer contributions
- $0
- Participant contributions
- $224,987
- Total income / additions
- $2,160,319
- Benefits paid
- $1,701,211
- Administrative expenses
- $2,057
- Total expenses
- $1,722,309
- Net increase / (decrease)
- $438,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,057 | $0 |