American Equity Service Inc Profit Sharing Plan — Form 5500 plan (American Equity Service 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, American Equity Service Inc Profit Sharing Plan is a benefit plan reported by American Equity Service Inc under EIN 68-0086046 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,826,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Equity Service Inc
- EIN
- 68-0086046
- Plan number
- 001
- Plan type
- 2
- Location
- Citrus Heights, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,826,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20250124181933NAL0005214723001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,826,511
- Net assets (EOY)
- $1,826,511
- Net assets (BOY)
- $1,675,159
Income & contributions
- Employer contributions
- $15,515
- Total income / additions
- $153,650
Expenses & distributions
- Administrative expenses
- $2,298
- Total expenses
- $2,298
- Net increase / (decrease)
- $151,352
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.