Ia American Warranty, Lp 401(K) Plan — Form 5500 plan (Ia American Warranty, Lp)
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, Ia American Warranty, Lp 401(K) Plan is a benefit plan reported by Ia American Warranty, Lp under EIN 20-0320671 and plan number 001. The latest loaded filing year is 2023. The filing reports 778 participants and $45,171,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ia American Warranty, Lp
- EIN
- 20-0320671
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 778
- End-of-year plan assets
- $45,171,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 778 | H, C | 20241008114645NAL0009604467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,171,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,171,311
- Net assets (BOY)
- $38,345,919
Income & contributions
- Employer contributions
- $1,781,457
- Participant contributions
- $3,496,187
- Total contributions
- $5,604,158
- Total income / additions
- $11,905,318
Expenses & distributions
- Benefits paid
- $4,846,229
- Administrative expenses
- $197,242
- Total expenses
- $5,079,926
- Net increase / (decrease)
- $6,825,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $100,591 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,486 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $26,580 | not reported in the loaded dataset | 2023 |
| Holtzman Partners Llp | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ia American Warranty, Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Nfp Retirement Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Holtzman Partners Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation