2023 Form 5500 filing — Am General Salaried Retirement 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 20241015065418NAL0027730673001) for Am General Salaried Retirement Plan, reported by Am General LLC under EIN 03-0448255 and plan number 012. It reports 1,406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015065418NAL0027730673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Am General LLC
- EIN
- 03-0448255
- Plan number
- 012
- Location
- South Bend, IN
- Participants
- 1,406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,523,969
- Total liabilities (EOY)
- $85,012
- Net assets (EOY)
- $142,438,957
- Total income / additions
- $15,762,389
- Benefits paid
- $10,341,281
- Administrative expenses
- $623,462
- Total expenses
- $10,964,743
- Net increase / (decrease)
- $4,797,646
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | NONE | $259,711 | $0 |
| The Bank Of New York Mellon | NONE | $73,359 | not reported in the loaded dataset |
| Mercer (Us), Inc. | NONE | $73,152 | not reported in the loaded dataset |