The 401(K) Plan - Americo, Crl & Ipfs — Form 5500 plan (Americo Services, 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, The 401(K) Plan - Americo, Crl & Ipfs is a benefit plan reported by Americo Services, Inc. under EIN 43-1755148 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,226 participants and $236,431,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Americo Services, Inc.
- EIN
- 43-1755148
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 2,226
- End-of-year plan assets
- $236,431,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,226 | H, C | 20241015091301NAL0047150032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $236,431,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,431,730
- Net assets (BOY)
- $200,281,634
Income & contributions
- Employer contributions
- $6,128,422
- Participant contributions
- $13,653,816
- Total contributions
- $21,756,032
- Total income / additions
- $54,560,251
Expenses & distributions
- Benefits paid
- $18,238,431
- Administrative expenses
- $171,724
- Total expenses
- $18,410,155
- Net increase / (decrease)
- $36,150,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $88,159 | $0 | 2023 |
| Creative Planning LLC | NONE | $62,647 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $7,814 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Americo Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation