American Equity Investment Employee Stock Ownership Plan — Form 5500 plan (American Equity Investment)
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 Equity Investment Employee Stock Ownership Plan is a benefit plan reported by American Equity Investment under EIN 42-1447959 and plan number 002. The latest loaded filing year is 2023. The filing reports 980 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Equity Investment
- EIN
- 42-1447959
- Plan number
- 002
- Plan type
- 2
- Location
- West Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HView filing →
- 2023Sch HView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $51,845,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,845,621
- Net assets (BOY)
- $43,538,671
Income & contributions
- Employer contributions
- $5,438,791
- Total contributions
- $5,438,791
- Total income / additions
- $14,557,138
Expenses & distributions
- Benefits paid
- $6,235,283
- Administrative expenses
- $0
- Total expenses
- $6,235,283
- Net increase / (decrease)
- $8,321,855
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.