Ameri-National Corporation 401(K) Plan — Form 5500 plan (Ameri-National Corporation)
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, Ameri-National Corporation 401(K) Plan is a benefit plan reported by Ameri-National Corporation under EIN 48-1055686 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $53,612,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ameri-National Corporation
- EIN
- 48-1055686
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $53,612,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20240709172014NAL0014041457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,612,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,612,868
- Net assets (BOY)
- $46,746,600
Income & contributions
- Employer contributions
- $936,704
- Participant contributions
- $3,295,188
- Total contributions
- $4,604,936
- Total income / additions
- $12,653,424
Expenses & distributions
- Benefits paid
- $5,662,956
- Administrative expenses
- $124,200
- Total expenses
- $5,787,156
- Net increase / (decrease)
- $6,866,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,402 | $0 | 2023 |
| Creative Planning Inc | CONTRACT ADMINISTRATOR | $32,798 | $50,000 | 2023 |