American Angus Association Discretionary Defined Contribution Plan — Form 5500 plan (American Angus Association)
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 Angus Association Discretionary Defined Contribution Plan is a benefit plan reported by American Angus Association under EIN 44-0605539 and plan number 002. The latest loaded filing year is 2023. The filing reports 367 participants and $50,018,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Angus Association
- EIN
- 44-0605539
- Plan number
- 002
- Plan type
- 2
- Location
- St. Joseph, MO
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $50,018,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20241007142543NAL0007674883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,018,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,018,334
- Net assets (BOY)
- $42,151,610
Income & contributions
- Employer contributions
- $1,752,729
- Participant contributions
- $1,852,416
- Total contributions
- $4,014,265
- Total income / additions
- $10,925,530
Expenses & distributions
- Benefits paid
- $2,967,752
- Administrative expenses
- $90,756
- Total expenses
- $3,058,806
- Net increase / (decrease)
- $7,866,724
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $51,777 | $0 | 2023 |
| Ubs Financial Services | NONE | $38,979 | not reported in the loaded dataset | 2023 |