401k Plan data: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN plan

AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN
Plan identification number	001

AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN EQUITY INVESTMENT has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN EQUITY INVESTMENT

Employer identification number (EIN): 421447959

NAIC Classification: 524290

Additional information about AMERICAN EQUITY INVESTMENT

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1997-12-18

Company Identification Number: 212628

Legal Registered Office Address: 505 5TH AVENUE
SUITE 729
DES MOINES
United States of America (USA)
50309

More information about AMERICAN EQUITY INVESTMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 LORENZ HASAN 2022-10-04 JEFF LORENZEN 2022-10-04
001 2020-01-01 JENNIFER BRYANT 2021-09-30 JENNIFER BRYANT 2021-09-30
001 2019-01-01 JENNIFER BRYANT 2020-09-29 JENNIFER BRYANT 2020-09-29
001 2018-01-01 JENNIFER BRYANT 2019-10-15 JENNIFER BRYANT 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MARJI CASTELLANO
001 2013-01-01 MARJI CASTELLANO
001 2012-01-01 DEBRA RICHARDSON
001 2011-01-01 DEBRA RICHARDSON
001 2009-01-01 DEBRA RICHARDSON DEBRA RICHARDSON 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	LORENZ HASAN	2022-10-04	JEFF LORENZEN	2022-10-04
001	2020-01-01	JENNIFER BRYANT	2021-09-30	JENNIFER BRYANT	2021-09-30
001	2019-01-01	JENNIFER BRYANT	2020-09-29	JENNIFER BRYANT	2020-09-29
001	2018-01-01	JENNIFER BRYANT	2019-10-15	JENNIFER BRYANT	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MARJI CASTELLANO
001	2013-01-01	MARJI CASTELLANO
001	2012-01-01	DEBRA RICHARDSON
001	2011-01-01	DEBRA RICHARDSON
001	2009-01-01	DEBRA RICHARDSON		DEBRA RICHARDSON	2010-10-15

Plan Statistics for AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 928
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 811
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 143
Total of all active and inactive participants 2022-01-01 954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 954
Number of participants with account balances 2022-01-01 937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 728
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 757
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 124
Total of all active and inactive participants 2021-01-01 881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 881
Number of participants with account balances 2021-01-01 846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 669
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 634
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 79
Total of all active and inactive participants 2020-01-01 713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 713
Number of participants with account balances 2020-01-01 697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 623
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 597
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 72
Total of all active and inactive participants 2019-01-01 669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 669
Number of participants with account balances 2019-01-01 657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 590
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 552
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 67
Total of all active and inactive participants 2018-01-01 619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 619
Number of participants with account balances 2018-01-01 615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 629
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 509
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 71
Total of all active and inactive participants 2017-01-01 580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 580
Number of participants with account balances 2017-01-01 577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 549
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 528
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 95
Total of all active and inactive participants 2016-01-01 623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 623
Number of participants with account balances 2016-01-01 610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 479
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 485
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 51
Total of all active and inactive participants 2015-01-01 536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 536
Number of participants with account balances 2015-01-01 514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 26
2014: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 450
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 417
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 35
Total of all active and inactive participants 2014-01-01 452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 452
Number of participants with account balances 2014-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 23
2013: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 411
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 49
Total of all active and inactive participants 2013-01-01 460
Total participants 2013-01-01 460
Number of participants with account balances 2013-01-01 385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 22
2012: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 400
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 27
Total of all active and inactive participants 2012-01-01 427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 429
Number of participants with account balances 2012-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 13
2011: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 386
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 407
Number of participants with account balances 2011-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 16
2009: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 352
Number of other retired or separated participants entitled to future benefits 2009-01-01 51
Total of all active and inactive participants 2009-01-01 403
Total participants 2009-01-01 403
Number of participants with account balances 2009-01-01 327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2022: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	928
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	811
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	143
Total of all active and inactive participants	2022-01-01	954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	954
Number of participants with account balances	2022-01-01	937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	728
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	757
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	124
Total of all active and inactive participants	2021-01-01	881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	881
Number of participants with account balances	2021-01-01	846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	669
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	634
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	79
Total of all active and inactive participants	2020-01-01	713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	713
Number of participants with account balances	2020-01-01	697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	623
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	597
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	72
Total of all active and inactive participants	2019-01-01	669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	669
Number of participants with account balances	2019-01-01	657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	590
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	552
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	67
Total of all active and inactive participants	2018-01-01	619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	619
Number of participants with account balances	2018-01-01	615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	629
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	509
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	71
Total of all active and inactive participants	2017-01-01	580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	580
Number of participants with account balances	2017-01-01	577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	549
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	528
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	95
Total of all active and inactive participants	2016-01-01	623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	623
Number of participants with account balances	2016-01-01	610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	479
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	485
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	51
Total of all active and inactive participants	2015-01-01	536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	536
Number of participants with account balances	2015-01-01	514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	26
2014: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	450
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	417
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	35
Total of all active and inactive participants	2014-01-01	452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	452
Number of participants with account balances	2014-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	23
2013: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	411
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	49
Total of all active and inactive participants	2013-01-01	460
Total participants	2013-01-01	460
Number of participants with account balances	2013-01-01	385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	22
2012: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	400
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	27
Total of all active and inactive participants	2012-01-01	427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	429
Number of participants with account balances	2012-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	13
2011: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	386
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	407
Number of participants with account balances	2011-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	16
2009: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	352
Number of other retired or separated participants entitled to future benefits	2009-01-01	51
Total of all active and inactive participants	2009-01-01	403
Total participants	2009-01-01	403
Number of participants with account balances	2009-01-01	327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2022 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$324,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-130,856
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$9,679,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$9,508,286
Expenses. Certain deemed distributions of participant loans	2022-12-31	$7,199
Value of total corrective distributions	2022-12-31	$20,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$12,974,689
Value of total assets at end of year	2022-12-31	$67,978,200
Value of total assets at beginning of year	2022-12-31	$77,464,161
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$143,618
Total interest from all sources	2022-12-31	$110,394
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,044,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,044,522
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$6,358,620
Participant contributions at end of year	2022-12-31	$790,369
Participant contributions at beginning of year	2022-12-31	$774,776
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,514,368
Other income not declared elsewhere	2022-12-31	$28,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-9,810,148
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$67,978,200
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$77,464,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$52,292,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$56,333,084
Value of interest in pooled separate accounts at end of year	2022-12-31	$12,025,700
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$18,616,593
Interest on participant loans	2022-12-31	$29,778
Interest earned on other investments	2022-12-31	$80,616
Value of interest in common/collective trusts at end of year	2022-12-31	$2,869,723
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,646,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,671,219
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,383,371
Net investment gain or loss from common/collective trusts	2022-12-31	$-234,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,101,701
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$93,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,508,286
Contract administrator fees	2022-12-31	$143,618
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	UHY, LLP
Accountancy firm EIN	2022-12-31	200694403
2021 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$171,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$23,654,977
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$6,879,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,687,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$13,548,805
Value of total assets at end of year	2021-12-31	$77,464,161
Value of total assets at beginning of year	2021-12-31	$60,516,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$191,620
Total interest from all sources	2021-12-31	$281,329
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$823,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$823,938
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$5,542,454
Participant contributions at end of year	2021-12-31	$774,776
Participant contributions at beginning of year	2021-12-31	$723,367
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,300,187
Other income not declared elsewhere	2021-12-31	$11,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$16,775,873
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$77,464,161
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$60,516,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$56,333,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$41,754,946
Value of interest in pooled separate accounts at end of year	2021-12-31	$18,616,593
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$15,957,070
Interest on participant loans	2021-12-31	$29,818
Interest earned on other investments	2021-12-31	$251,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,646,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,898,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,773,960
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,215,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,706,164
Employer contributions (assets) at end of year	2021-12-31	$93,653
Employer contributions (assets) at beginning of year	2021-12-31	$183,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,687,484
Contract administrator fees	2021-12-31	$191,620
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	UHY, LLP
Accountancy firm EIN	2021-12-31	200694403
2020 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$15,291,991
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,548,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,422,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,581,072
Value of total assets at end of year	2020-12-31	$60,516,963
Value of total assets at beginning of year	2020-12-31	$49,773,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$126,274
Total interest from all sources	2020-12-31	$134,206
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$603,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$603,880
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,330,471
Participant contributions at end of year	2020-12-31	$723,367
Participant contributions at beginning of year	2020-12-31	$788,232
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,021,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,743,165
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$60,516,963
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$49,773,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$41,754,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$33,348,258
Value of interest in pooled separate accounts at end of year	2020-12-31	$15,957,070
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$13,944,860
Interest on participant loans	2020-12-31	$35,401
Interest earned on other investments	2020-12-31	$98,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,898,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,536,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,662,908
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,309,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,228,636
Employer contributions (assets) at end of year	2020-12-31	$183,156
Employer contributions (assets) at beginning of year	2020-12-31	$155,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,422,552
Contract administrator fees	2020-12-31	$126,274
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LWBJ, LLP
Accountancy firm EIN	2020-12-31	421462849
2019 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$16,240,773
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,549,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,453,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,902,711
Value of total assets at end of year	2019-12-31	$49,773,798
Value of total assets at beginning of year	2019-12-31	$37,082,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$96,029
Total interest from all sources	2019-12-31	$175,381
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$552,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$552,172
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,675,324
Participant contributions at end of year	2019-12-31	$788,232
Participant contributions at beginning of year	2019-12-31	$685,894
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,339,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,691,415
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$49,773,798
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$37,082,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$33,348,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,036,240
Value of interest in pooled separate accounts at end of year	2019-12-31	$13,944,860
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$21,233,479
Interest on participant loans	2019-12-31	$34,835
Interest earned on other investments	2019-12-31	$140,546
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$8,690,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,536,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,207,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,542,352
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,056,614
Net investment gain or loss from common/collective trusts	2019-12-31	$1,011,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,887,506
Employer contributions (assets) at end of year	2019-12-31	$155,766
Employer contributions (assets) at beginning of year	2019-12-31	$228,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,453,329
Contract administrator fees	2019-12-31	$96,029
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LWBJ, LLP
Accountancy firm EIN	2019-12-31	421462849
2018 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,620,513
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,320,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,307,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,553,585
Value of total assets at end of year	2018-12-31	$37,082,383
Value of total assets at beginning of year	2018-12-31	$35,782,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,791
Total interest from all sources	2018-12-31	$222,977
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$52,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$52,159
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,161,891
Participant contributions at end of year	2018-12-31	$685,894
Participant contributions at beginning of year	2018-12-31	$564,213
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$89,908
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$716,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,300,110
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$37,082,383
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$35,782,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,036,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,005,425
Value of interest in pooled separate accounts at end of year	2018-12-31	$21,233,479
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$21,311,462
Interest on participant loans	2018-12-31	$26,229
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$196,748
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$8,690,207
Value of interest in common/collective trusts at beginning of year	2018-12-31	$8,090,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,207,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$598,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-435,613
Net investment gain/loss from pooled separate accounts	2018-12-31	$-988,615
Net investment gain or loss from common/collective trusts	2018-12-31	$-783,980
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,675,635
Employer contributions (assets) at end of year	2018-12-31	$228,611
Employer contributions (assets) at beginning of year	2018-12-31	$122,357
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,307,612
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$12,791
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LWBJ, LLP
Accountancy firm EIN	2018-12-31	421462849
2017 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$9,713,428
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,766,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,754,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,990,288
Value of total assets at end of year	2017-12-31	$35,782,273
Value of total assets at beginning of year	2017-12-31	$28,835,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$12,068
Total interest from all sources	2017-12-31	$233,128
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$44,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$44,144
Administrative expenses professional fees incurred	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,737,647
Participant contributions at end of year	2017-12-31	$564,213
Participant contributions at beginning of year	2017-12-31	$456,600
Participant contributions at end of year	2017-12-31	$89,908
Participant contributions at beginning of year	2017-12-31	$1,500
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$802,374
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$1,510
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$6,947,128
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$35,782,273
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$28,835,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,005,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,787,166
Value of interest in pooled separate accounts at end of year	2017-12-31	$21,311,462
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$17,851,090
Interest on participant loans	2017-12-31	$17,881
Interest earned on other investments	2017-12-31	$215,247
Value of interest in common/collective trusts at end of year	2017-12-31	$8,090,535
Value of interest in common/collective trusts at beginning of year	2017-12-31	$5,541,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$598,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$494,458
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$969,227
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,410,801
Net investment gain or loss from common/collective trusts	2017-12-31	$1,065,840
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$1,450,267
Employer contributions (assets) at end of year	2017-12-31	$122,357
Employer contributions (assets) at beginning of year	2017-12-31	$703,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,752,722
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Contract administrator fees	2017-12-31	$12,068
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG
Accountancy firm EIN	2017-12-31	135565207
2016 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$6,818,274
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,097,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,047,892
Value of total corrective distributions	2016-12-31	$40,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,159,550
Value of total assets at end of year	2016-12-31	$28,835,145
Value of total assets at beginning of year	2016-12-31	$24,114,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,328
Total interest from all sources	2016-12-31	$103,014
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$37,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$37,758
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$280
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,656,549
Participant contributions at end of year	2016-12-31	$456,600
Participant contributions at beginning of year	2016-12-31	$428,279
Participant contributions at end of year	2016-12-31	$1,500
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,062,774
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$2,890
Other income not declared elsewhere	2016-12-31	$94
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,721,070
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$28,835,145
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$24,114,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,787,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,233,873
Value of interest in pooled separate accounts at end of year	2016-12-31	$17,851,090
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$15,394,830
Interest on participant loans	2016-12-31	$13,935
Interest earned on other investments	2016-12-31	$89,079
Value of interest in common/collective trusts at end of year	2016-12-31	$5,541,260
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,105,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$67,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$67,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$494,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$618,652
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$200,692
Net investment gain/loss from pooled separate accounts	2016-12-31	$961,133
Net investment gain or loss from common/collective trusts	2016-12-31	$356,033
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$704,439
Contributions received in cash from employer	2016-12-31	$1,440,227
Employer contributions (assets) at end of year	2016-12-31	$703,071
Employer contributions (assets) at beginning of year	2016-12-31	$561,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,045,002
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$8,328
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KPMG
Accountancy firm EIN	2016-12-31	135565207
2015 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$3,120,693
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$7,506,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,430,487
Value of total corrective distributions	2015-12-31	$67,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,664,703
Value of total assets at end of year	2015-12-31	$24,114,075
Value of total assets at beginning of year	2015-12-31	$28,500,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,535
Total interest from all sources	2015-12-31	$373,938
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$34,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$34,979
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$280
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$163,760
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,159,878
Participant contributions at end of year	2015-12-31	$428,279
Participant contributions at beginning of year	2015-12-31	$398,555
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$848
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$953,601
Other income not declared elsewhere	2015-12-31	$4,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-4,386,044
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$24,114,075
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$28,500,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,233,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,384,559
Value of interest in pooled separate accounts at end of year	2015-12-31	$15,394,830
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$14,729,266
Interest on participant loans	2015-12-31	$14,020
Interest earned on other investments	2015-12-31	$359,918
Value of interest in common/collective trusts at end of year	2015-12-31	$3,105,293
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,131,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$67,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$303,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$303,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$618,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$453,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-889,696
Net investment gain/loss from pooled separate accounts	2015-12-31	$-20,907
Net investment gain or loss from common/collective trusts	2015-12-31	$-46,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$704,439
Assets. Invements in employer securities at beginning of year	2015-12-31	$4,141,273
Contributions received in cash from employer	2015-12-31	$551,224
Employer contributions (assets) at end of year	2015-12-31	$561,002
Employer contributions (assets) at beginning of year	2015-12-31	$424,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$7,430,487
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$1,994,798
Contract administrator fees	2015-12-31	$8,535
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$374,048
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KPMG
Accountancy firm EIN	2015-12-31	135565207
2014 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,763,157
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,919,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,909,422
Value of total corrective distributions	2014-12-31	$4,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,656,548
Value of total assets at end of year	2014-12-31	$28,500,119
Value of total assets at beginning of year	2014-12-31	$25,656,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,650
Total interest from all sources	2014-12-31	$391,395
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$38,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$38,440
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$163,760
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$193,440
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,790,841
Participant contributions at end of year	2014-12-31	$398,555
Participant contributions at beginning of year	2014-12-31	$459,348
Participant contributions at end of year	2014-12-31	$848
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$441,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$2,843,753
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$28,500,119
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$25,656,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,384,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,900,314
Value of interest in pooled separate accounts at end of year	2014-12-31	$14,729,266
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$13,809,840
Interest on participant loans	2014-12-31	$14,035
Interest earned on other investments	2014-12-31	$377,360
Value of interest in common/collective trusts at end of year	2014-12-31	$2,131,989
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,286,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$303,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$278,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$278,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$453,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$303,844
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$739,731
Net investment gain/loss from pooled separate accounts	2014-12-31	$826,481
Net investment gain or loss from common/collective trusts	2014-12-31	$110,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$4,141,273
Assets. Invements in employer securities at beginning of year	2014-12-31	$3,804,603
Contributions received in cash from employer	2014-12-31	$424,511
Employer contributions (assets) at end of year	2014-12-31	$424,511
Employer contributions (assets) at beginning of year	2014-12-31	$408,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,909,422
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$1,994,798
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1,856,150
Contract administrator fees	2014-12-31	$5,650
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$374,048
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$355,802
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG
Accountancy firm EIN	2014-12-31	135565207
2013 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$7,345,370
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,556,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,538,679
Value of total corrective distributions	2013-12-31	$13,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,323,033
Value of total assets at end of year	2013-12-31	$25,656,366
Value of total assets at beginning of year	2013-12-31	$19,867,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,144
Total interest from all sources	2013-12-31	$352,585
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$26,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$26,603
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$193,440
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,666,384
Participant contributions at end of year	2013-12-31	$459,348
Participant contributions at beginning of year	2013-12-31	$428,021
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$207
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$248,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,788,603
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$25,656,366
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$19,867,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,900,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,171,027
Value of interest in pooled separate accounts at end of year	2013-12-31	$13,809,840
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$11,378,638
Interest on participant loans	2013-12-31	$14,063
Interest earned on other investments	2013-12-31	$338,522
Value of interest in common/collective trusts at end of year	2013-12-31	$1,286,762
Value of interest in common/collective trusts at beginning of year	2013-12-31	$623,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$278,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$294,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$294,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$303,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$419,475
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,583,599
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,874,057
Net investment gain or loss from common/collective trusts	2013-12-31	$185,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$3,804,603
Assets. Invements in employer securities at beginning of year	2013-12-31	$1,788,130
Contributions received in cash from employer	2013-12-31	$408,087
Employer contributions (assets) at end of year	2013-12-31	$408,087
Employer contributions (assets) at beginning of year	2013-12-31	$378,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,538,679
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,856,150
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$2,141,276
Contract administrator fees	2013-12-31	$4,144
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$355,802
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$244,147
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG
Accountancy firm EIN	2013-12-31	135565207
2012 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,413,398
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,379,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,360,219
Value of total corrective distributions	2012-12-31	$15,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,272,351
Value of total assets at end of year	2012-12-31	$19,867,763
Value of total assets at beginning of year	2012-12-31	$17,833,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,600
Total interest from all sources	2012-12-31	$290,084
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$26,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$26,517
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,629,961
Participant contributions at end of year	2012-12-31	$428,021
Participant contributions at beginning of year	2012-12-31	$395,368
Participant contributions at end of year	2012-12-31	$207
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$253,067
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,033,839
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$19,867,763
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$17,833,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,171,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,754,574
Value of interest in pooled separate accounts at end of year	2012-12-31	$11,378,638
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$9,551,197
Interest on participant loans	2012-12-31	$12,804
Interest earned on other investments	2012-12-31	$277,280
Value of interest in common/collective trusts at end of year	2012-12-31	$623,868
Value of interest in common/collective trusts at beginning of year	2012-12-31	$338,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$294,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$335,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$335,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$419,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$367,622
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$712,653
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,051,337
Net investment gain or loss from common/collective trusts	2012-12-31	$60,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$1,788,130
Assets. Invements in employer securities at beginning of year	2012-12-31	$2,112,053
Contributions received in cash from employer	2012-12-31	$389,323
Employer contributions (assets) at end of year	2012-12-31	$378,017
Employer contributions (assets) at beginning of year	2012-12-31	$358,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,360,219
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$244,147
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$191,606
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$2,141,276
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$2,429,491
Contract administrator fees	2012-12-31	$3,600
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG
Accountancy firm EIN	2012-12-31	135565207
2011 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,643,379
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,102,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,074,888
Value of total corrective distributions	2011-12-31	$24,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,969,832
Value of total assets at end of year	2011-12-31	$17,833,924
Value of total assets at beginning of year	2011-12-31	$20,292,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,864
Total interest from all sources	2011-12-31	$48,230
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$286,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$286,805
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$805,420
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,488,708
Participant contributions at end of year	2011-12-31	$395,368
Participant contributions at beginning of year	2011-12-31	$394,018
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$122,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$-641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-2,458,838
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,833,924
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,292,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,754,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,912,393
Value of interest in pooled separate accounts at end of year	2011-12-31	$9,551,197
Interest on participant loans	2011-12-31	$13,039
Interest earned on other investments	2011-12-31	$35,191
Value of interest in common/collective trusts at end of year	2011-12-31	$338,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$335,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,135,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,135,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$367,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$74,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-779,451
Net investment gain/loss from pooled separate accounts	2011-12-31	$120,724
Net investment gain or loss from common/collective trusts	2011-12-31	$-2,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$2,112,053
Assets. Invements in employer securities at beginning of year	2011-12-31	$4,128,839
Contributions received in cash from employer	2011-12-31	$358,699
Employer contributions (assets) at end of year	2011-12-31	$358,317
Employer contributions (assets) at beginning of year	2011-12-31	$294,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,074,888
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$191,606
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$1,155,268
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$2,429,491
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$169,018
Contract administrator fees	2011-12-31	$2,864
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$1,223,442
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG
Accountancy firm EIN	2011-12-31	135565207
2010 : AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$2,051,898
Total unrealized appreciation/depreciation of assets	2010-12-31	$2,051,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,339,756
Total loss/gain on sale of assets	2010-12-31	$20,237
Total of all expenses incurred	2010-12-31	$924,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$920,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,653,862
Value of total assets at end of year	2010-12-31	$20,292,762
Value of total assets at beginning of year	2010-12-31	$15,877,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,757
Total interest from all sources	2010-12-31	$68,459
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$190,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$27,490
Administrative expenses professional fees incurred	2010-12-31	$3,757
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$805,420
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$731,381
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,331,113
Participant contributions at end of year	2010-12-31	$394,018
Participant contributions at beginning of year	2010-12-31	$259,702
Participant contributions at beginning of year	2010-12-31	$32
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$27,751
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$-641
Other income not declared elsewhere	2010-12-31	$530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,415,004
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,292,762
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,877,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,912,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,874,423
Interest on participant loans	2010-12-31	$11,743
Income. Interest from corporate debt instruments	2010-12-31	$56,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,135,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,645,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,645,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$74,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$23,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,354,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$4,128,839
Assets. Invements in employer securities at beginning of year	2010-12-31	$2,457,886
Contributions received in cash from employer	2010-12-31	$294,998
Employer contributions (assets) at end of year	2010-12-31	$294,998
Employer contributions (assets) at beginning of year	2010-12-31	$286,974
Income. Dividends from preferred stock	2010-12-31	$84,210
Income. Dividends from common stock	2010-12-31	$78,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$920,995
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$1,155,268
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$644,138
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$169,018
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$156,688
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$1,223,442
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$797,698
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$20,237
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG
Accountancy firm EIN	2010-12-31	135565207

Form 5500 Responses for AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN

2022: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )

Policy contract number

IDX-401K

Policy instance

Insurance contract or identification number	IDX-401K
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-05-16
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	937
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,574
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5574
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )

Policy contract number

IDX-401K

Policy instance

Insurance contract or identification number	IDX-401K
Number of Individuals Covered	124
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	846
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,104
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	6104
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )

Policy contract number

IDX-401K

Policy instance

Insurance contract or identification number	IDX-401K
Number of Individuals Covered	129
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

711144

Policy instance

Insurance contract or identification number	711144
Number of Individuals Covered	697
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,602
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	6602
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )

Policy contract number

IDX-401K

Policy instance

Insurance contract or identification number	IDX-401K
Number of Individuals Covered	131
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	0

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

711144

Policy instance

Insurance contract or identification number	711144
Number of Individuals Covered	657
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,496
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	10496
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )

Policy contract number

IDX-401K

Policy instance

Insurance contract or identification number	IDX-401K
Number of Individuals Covered	130
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	0

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

711144

Policy instance

Insurance contract or identification number	711144
Number of Individuals Covered	615
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $27,999
Total amount of fees paid to insurance company	USD $14,247
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	14247
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $27,999

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )

Policy contract number

IDX-401K

Policy instance

Insurance contract or identification number	IDX-401K
Number of Individuals Covered	153
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	0
Insurance broker name	N/A

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

711144

Policy instance

Insurance contract or identification number	711144
Number of Individuals Covered	610
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $22,804
Total amount of fees paid to insurance company	USD $14,396
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,566
Insurance broker organization code?	3
Amount paid for insurance broker fees	14396
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	ZNEROLD, STEVEN

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	AMERICAN EQUITY INVESTMENT
Employer identification number (EIN):	421447959
NAIC Classification:	524290

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1997-12-18
Company Identification Number:	212628
Legal Registered Office Address:	505 5TH AVENUE SUITE 729 DES MOINES United States of America (USA) 50309