Am General Capital Accumulation And Employer Retirement Contribution 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 Capital Accumulation And Employer Retirement Contribution Plan is a benefit plan reported by Am General LLC under EIN 03-0448255 and plan number 023. The latest loaded filing year is 2023. The filing reports 708 participants and $113,136,510 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
- 023
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 708
- End-of-year plan assets
- $113,136,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 708 | H, C | 20241014070657NAL0014590659003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,136,510
- Net assets (EOY)
- $113,136,510
- Net assets (BOY)
- $96,184,021
Income & contributions
- Employer contributions
- $3,754,835
- Participant contributions
- $4,131,658
- Total contributions
- $8,648,492
- Total income / additions
- $27,439,729
Expenses & distributions
- Benefits paid
- $10,519,543
- Administrative expenses
- $78,432
- Total expenses
- $10,606,607
- Net increase / (decrease)
- $16,833,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Servi | NONE | $60,317 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $12,745 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $5,370 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Am General LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Bend, IN
- Cbiz Investment Advisory Servi — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation