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 Pierce & Associates 401(K) Plan is a benefit plan reported by Am Pierce & Associates, Inc. under EIN 26-1231257 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $11,322,312 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,322,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,322,312
- Net assets (BOY)
- $9,619,674
Income & contributions
- Employer contributions
- $443,930
- Participant contributions
- $1,139,197
- Total contributions
- $1,868,931
- Total income / additions
- $3,413,109
Expenses & distributions
- Benefits paid
- $1,653,270
- Administrative expenses
- $57,201
- Total expenses
- $1,710,471
- Net increase / (decrease)
- $1,702,638