Am General Hourly Capital Accumulation 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 Hourly Capital Accumulation Plan is a benefit plan reported by Am General LLC under EIN 03-0448255 and plan number 022. The latest loaded filing year is 2023. The filing reports 648 participants and $40,033,439 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
- 022
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 648
- End-of-year plan assets
- $40,033,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 648 | H, C | 20241014071720NAL0025652001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,033,439
- Net assets (EOY)
- $40,033,439
- Net assets (BOY)
- $36,673,138
Income & contributions
- Employer contributions
- $583,121
- Participant contributions
- $1,189,932
- Total contributions
- $1,773,053
- Total income / additions
- $7,429,681
Expenses & distributions
- Benefits paid
- $3,910,081
- Administrative expenses
- $31,803
- Total expenses
- $3,950,013
- Net increase / (decrease)
- $3,479,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Servi | NONE | $23,112 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $5,008 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $0 | $0 | 2023 |