2023 Form 5500 filing — Americas 403b Pep
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 20241121163422NAL0000733729001) for Americas 403b Pep, reported by Americantcs Fiduciary Services, LLC under EIN 93-2789379 and plan number 024. It reports 857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121163422NAL0000733729001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Americantcs Fiduciary Services, LLC
- EIN
- 93-2789379
- Plan number
- 024
- Location
- Pittsburgh, PA
- Participants
- 857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,389,520
- Total liabilities (EOY)
- $1,410
- Net assets (EOY)
- $48,388,110
- Employer contributions
- $236,732
- Participant contributions
- $656,558
- Total income / additions
- $2,989,316
- Benefits paid
- $2,698,407
- Administrative expenses
- $48,866
- Total expenses
- $2,747,273
- Net increase / (decrease)
- $242,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $36,634 | not reported in the loaded dataset |
| Incline Pension Consulting | NONE | $10,977 | not reported in the loaded dataset |
| Voya Retirement Insurance Co | NONE | $8,807 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | NONE | $1,255 | $0 |