Americas 403b Pep — Form 5500 plan (Americantcs Fiduciary Services, 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, Americas 403b Pep is a benefit plan reported by Americantcs Fiduciary Services, LLC under EIN 93-2789379 and plan number 024. The latest loaded filing year is 2023. The filing reports 857 participants and $48,389,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Americantcs Fiduciary Services, LLC
- EIN
- 93-2789379
- Plan number
- 024
- Plan type
- 3
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 857
- End-of-year plan assets
- $48,389,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 857 | H, C | 20241121163422NAL0000733729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,389,520
- Total liabilities (EOY)
- $1,410
- Net assets (EOY)
- $48,388,110
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $236,732
- Participant contributions
- $656,558
- Total contributions
- $893,290
- Total income / additions
- $2,989,316
Expenses & distributions
- Benefits paid
- $2,698,407
- Administrative expenses
- $48,866
- Total expenses
- $2,747,273
- Net increase / (decrease)
- $242,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $36,634 | not reported in the loaded dataset | 2023 |
| Incline Pension Consulting | NONE | $10,977 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance Co | NONE | $8,807 | not reported in the loaded dataset | 2023 |
| Mid Atlantic Trust Company | NONE | $1,255 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Americantcs Fiduciary Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Ameritas Life Insurance Corp — Schedule C compensation
- Incline Pension Consulting — Schedule C compensation
- Voya Retirement Insurance Co — Schedule C compensation
- Mid Atlantic Trust Company — Schedule C compensation