American Quarter Horse Association Employee Pension Plan — Form 5500 plan (American Quarter Horse 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 Quarter Horse Association Employee Pension Plan is a benefit plan reported by American Quarter Horse Association under EIN 75-0725576 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $54,770,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Quarter Horse Association
- EIN
- 75-0725576
- Plan number
- 001
- Plan type
- 2
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $54,770,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20250521182503NAL0003579104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,770,267
- Total liabilities (EOY)
- $374,020
- Net assets (EOY)
- $54,396,247
- Net assets (BOY)
- $48,976,094
Income & contributions
- Employer contributions
- $30,256
- Total contributions
- $30,256
- Total income / additions
- $8,200,050
Expenses & distributions
- Benefits paid
- $2,712,466
- Administrative expenses
- $67,431
- Total expenses
- $2,779,897
- Net increase / (decrease)
- $5,420,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harbert Mezzanine Partners Iii, Lp | INVESTMENT MANAGEMENT | $38,300 | not reported in the loaded dataset | 2023 |
| Principal Bank | INVESTMENT MANANGEMENT | $26,978 | not reported in the loaded dataset | 2023 |