American & Efird Employees' Pension Plan — Form 5500 plan (American & Efird 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, American & Efird Employees' Pension Plan is a benefit plan reported by American & Efird LLC under EIN 45-3709699 and plan number 002. The latest loaded filing year is 2023. The filing reports 548 participants and $35,585,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American & Efird LLC
- EIN
- 45-3709699
- Plan number
- 002
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 548
- End-of-year plan assets
- $35,585,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 548 | H, C | 20241007074513NAL0015781137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,585,500
- Total liabilities (EOY)
- $42,305
- Net assets (EOY)
- $35,543,195
- Net assets (BOY)
- $34,174,106
Income & contributions
- Employer contributions
- $2,349,000
- Total contributions
- $2,349,000
- Total income / additions
- $5,631,444
Expenses & distributions
- Benefits paid
- $3,604,062
- Administrative expenses
- $658,293
- Total expenses
- $4,262,355
- Net increase / (decrease)
- $1,369,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | ACTUARY | $117,424 | not reported in the loaded dataset | 2023 |
| Slc Management | INVESTMENT MANAGER | $52,037 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT MANAGER | $30,975 | not reported in the loaded dataset | 2023 |
| Principal | TRUSTEE | $20,007 | $0 | 2023 |
| Rsm Us Llp | AUDITOR | $13,750 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT MANAGER | $10,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American & Efird LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Aon Consulting, Inc. — Schedule C compensation
- Slc Management — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Principal — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Lpl Financial — Schedule C compensation