2023 Form 5500 filing — American Quarter Horse Association Employee Pension 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 20250521182503NAL0003579104001) for American Quarter Horse Association Employee Pension Plan, reported by American Quarter Horse Association under EIN 75-0725576 and plan number 001. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250521182503NAL0003579104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Quarter Horse Association
- EIN
- 75-0725576
- Plan number
- 001
- Location
- Amarillo, TX
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,770,267
- Total liabilities (EOY)
- $374,020
- Net assets (EOY)
- $54,396,247
- Employer contributions
- $30,256
- Total income / additions
- $8,200,050
- Benefits paid
- $2,712,466
- Administrative expenses
- $67,431
- Total expenses
- $2,779,897
- Net increase / (decrease)
- $5,420,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harbert Mezzanine Partners Iii, Lp | INVESTMENT MANAGEMENT | $38,300 | not reported in the loaded dataset |
| Principal Bank | INVESTMENT MANANGEMENT | $26,978 | not reported in the loaded dataset |