Plan5500

Am General Salaried Retirement Plan — Form 5500 plan (Am General LLC)

Plain-English plan 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, Am General Salaried Retirement Plan is a benefit plan reported by Am General LLC under EIN 03-0448255 and plan number 012. The latest loaded filing year is 2023. The filing reports 1,406 participants and $142,523,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Am General LLC
EIN
03-0448255
Plan number
012
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
1,406
End-of-year plan assets
$142,523,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,406H, C20241015065418NAL0027730673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$142,523,969
Total liabilities (EOY)
$85,012
Net assets (EOY)
$142,438,957
Net assets (BOY)
$137,641,311

Income & contributions

Total contributions
$0
Total income / additions
$15,762,389

Expenses & distributions

Benefits paid
$10,341,281
Administrative expenses
$623,462
Total expenses
$10,964,743
Net increase / (decrease)
$4,797,646

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments LLCNONE$259,711$02023
The Bank Of New York MellonNONE$73,359not reported in the loaded dataset2023
Mercer (Us), Inc.NONE$73,152not reported in the loaded dataset2023

Related Form 5500 pages