Aapc 401(K) Plan — Form 5500 plan (American Academy Holding, 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, Aapc 401(K) Plan is a benefit plan reported by American Academy Holding, LLC under EIN 20-5557600 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $11,416,094 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Academy Holding, LLC
EIN
20-5557600
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
297
End-of-year plan assets
$11,416,094

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20240711142550NAL0009436947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,416,094
Total liabilities (EOY)
$0
Net assets (EOY)
$11,416,094
Net assets (BOY)
$8,025,670

Income & contributions

Employer contributions
$763,621
Participant contributions
$1,673,861
Total contributions
$2,904,242
Total income / additions
$4,464,471

Expenses & distributions

Benefits paid
$1,030,371
Administrative expenses
$41,457
Total expenses
$1,074,047
Net increase / (decrease)
$3,390,424

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Association Financial ServiesRIA$37,676not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$19,392not reported in the loaded dataset2023

Related Form 5500 pages