American Independent Companies, Inc. 401(K) Plan — Form 5500 plan (American Independent Companies, Inc.)

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, American Independent Companies, Inc. 401(K) Plan is a benefit plan reported by American Independent Companies, Inc. under EIN 20-1899751 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $11,567,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Independent Companies, Inc.
EIN
20-1899751
Plan number
001
Plan type
2
Location
West Conshohocken, PA
Latest filing year
2023
Participants
184
End-of-year plan assets
$11,567,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241014104510NAL0045666304001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,567,346
Total liabilities (EOY)
$0
Net assets (EOY)
$11,567,346
Net assets (BOY)
$11,129,336

Income & contributions

Employer contributions
$0
Participant contributions
$224,987
Total contributions
$224,987
Total income / additions
$2,160,319

Expenses & distributions

Benefits paid
$1,701,211
Administrative expenses
$2,057
Total expenses
$1,722,309
Net increase / (decrease)
$438,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$2,057$02023

Related Form 5500 pages