2023 Form 5500 filing — The 401(K) Plan - Americo, Crl & Ipfs
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 20241015091301NAL0047150032001) for The 401(K) Plan - Americo, Crl & Ipfs, reported by Americo Services, Inc. under EIN 43-1755148 and plan number 001. It reports 2,226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091301NAL0047150032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Americo Services, Inc.
- EIN
- 43-1755148
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 2,226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $236,431,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,431,730
- Employer contributions
- $6,128,422
- Participant contributions
- $13,653,816
- Total income / additions
- $54,560,251
- Benefits paid
- $18,238,431
- Administrative expenses
- $171,724
- Total expenses
- $18,410,155
- Net increase / (decrease)
- $36,150,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $88,159 | $0 |
| Creative Planning LLC | NONE | $62,647 | not reported in the loaded dataset |
| Prudential Investment Management Se | NONE | $7,814 | not reported in the loaded dataset |