The Aaa Thrift / Savings Plan — Form 5500 plan (American Automobile Assoc., 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 Aaa Thrift / Savings Plan is a benefit plan reported by American Automobile Assoc., Inc. under EIN 53-0025420 and plan number 002. The latest loaded filing year is 2023. The filing reports 957 participants and $205,504,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Automobile Assoc., Inc.
- EIN
- 53-0025420
- Plan number
- 002
- Plan type
- 2
- Location
- Heathrow, FL
- Latest filing year
- 2023
- Participants
- 957
- End-of-year plan assets
- $205,504,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 957 | H, C | 20241101125931NAL0003123409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $205,504,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $205,504,372
- Net assets (BOY)
- $179,474,416
Income & contributions
- Employer contributions
- $3,931,927
- Participant contributions
- $4,619,269
- Total contributions
- $8,710,092
- Total income / additions
- $37,508,550
Expenses & distributions
- Benefits paid
- $11,263,010
- Administrative expenses
- $211,754
- Total expenses
- $11,478,594
- Net increase / (decrease)
- $26,029,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement, Inc. | CONSULTANT | $114,184 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $57,191 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $40,435 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Automobile Assoc., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Heathrow, FL
- Nfp Retirement, Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation