American Incorporated 401(K) Plan — Form 5500 plan (American Incorporated)
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 Incorporated 401(K) Plan is a benefit plan reported by American Incorporated under EIN 94-2233668 and plan number 001. The latest loaded filing year is 2023. The filing reports 638 participants and $32,152,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Incorporated
- EIN
- 94-2233668
- Plan number
- 001
- Plan type
- 2
- Location
- Visalia, CA
- Latest filing year
- 2023
- Participants
- 638
- End-of-year plan assets
- $32,152,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 638 | H, C | 20240912155342NAL0004549859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,152,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,152,017
- Net assets (BOY)
- $25,166,196
Income & contributions
- Employer contributions
- $4,020,895
- Participant contributions
- $747,347
- Total contributions
- $4,944,670
- Total income / additions
- $8,095,832
Expenses & distributions
- Benefits paid
- $870,572
- Administrative expenses
- $102,119
- Total expenses
- $1,110,011
- Net increase / (decrease)
- $6,985,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rpa Financial, LLC | NONE | $52,219 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $48,639 | $0 | 2023 |