401k Plan data: AMERICAN RECOVERY, LLC 401(K) PLAN plan

AMERICAN RECOVERY, LLC 401(K) PLAN 401k Plan overview

Plan Name	AMERICAN RECOVERY, LLC 401(K) PLAN
Plan identification number	001

AMERICAN RECOVERY, LLC 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.
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 RECOVERY, LLC has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN RECOVERY, LLC

Employer identification number (EIN): 721459310

NAIC Classification: 562000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN RECOVERY, LLC 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 BRETT BORNE 2023-10-13
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 BRETT BORNE
001 2017-01-01 BRETT BORNE
001 2016-01-01 ADRIENNE GUIDRY
001 2015-01-01 ADRIENNE GUIDRY
001 2015-01-01 ADRIENNE GUIDRY
001 2014-01-01 ADRIENNE GUIDRY
001 2013-01-01 ADRIENNE GUIDRY
001 2012-01-01 ADRIENNE GUIDRY
001 2011-01-01 ADRIENNE GUIDRY
001 2010-01-01 ADRIENNE GUIDRY
001 2009-01-01 ADRIENNE GUIDRY

Plan Statistics for AMERICAN RECOVERY, LLC 401(K) PLAN

401k plan membership statisitcs for AMERICAN RECOVERY, LLC 401(K) PLAN

Measure Date Value
2021: AMERICAN RECOVERY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 16
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 7
Total of all active and inactive participants 2021-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 23
Number of participants with account balances 2021-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMERICAN RECOVERY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 26
Number of participants with account balances 2020-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AMERICAN RECOVERY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 19
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 25
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMERICAN RECOVERY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 24
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 29
Number of participants with account balances 2018-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AMERICAN RECOVERY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 31
Number of participants with account balances 2017-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN RECOVERY, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 33
Number of participants with account balances 2016-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AMERICAN RECOVERY, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 32
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 3
Total of all active and inactive participants 2015-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 35
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN RECOVERY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 23
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN RECOVERY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
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 1
Total of all active and inactive participants 2013-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 26
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMERICAN RECOVERY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
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 0
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AMERICAN RECOVERY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 0
Total of all active and inactive participants 2011-01-01 19
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: AMERICAN RECOVERY, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 21
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: AMERICAN RECOVERY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: AMERICAN RECOVERY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16
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	7
Total of all active and inactive participants	2021-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	23
Number of participants with account balances	2021-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMERICAN RECOVERY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	26
Number of participants with account balances	2020-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AMERICAN RECOVERY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	19
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	25
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMERICAN RECOVERY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	24
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	29
Number of participants with account balances	2018-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AMERICAN RECOVERY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	31
Number of participants with account balances	2017-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN RECOVERY, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	33
Number of participants with account balances	2016-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AMERICAN RECOVERY, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	32
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	3
Total of all active and inactive participants	2015-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	35
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN RECOVERY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	23
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN RECOVERY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
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	1
Total of all active and inactive participants	2013-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	26
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMERICAN RECOVERY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
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	0
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AMERICAN RECOVERY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	0
Total of all active and inactive participants	2011-01-01	19
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: AMERICAN RECOVERY, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	21
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: AMERICAN RECOVERY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN RECOVERY, LLC 401(K) PLAN

Measure	Date	Value
2021 : AMERICAN RECOVERY, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$92,414
Expenses. Total of all expenses incurred	2021-12-31	$4,505
Benefits paid (including direct rollovers)	2021-12-31	$3,537
Total plan assets at end of year	2021-12-31	$497,100
Total plan assets at beginning of year	2021-12-31	$409,191
Value of fidelity bond covering the plan	2021-12-31	$30,000
Total contributions received or receivable from participants	2021-12-31	$31,538
Other income received	2021-12-31	$60,876
Net income (gross income less expenses)	2021-12-31	$87,909
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$497,100
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$409,191
Assets. Value of participant loans	2021-12-31	$52,681
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$2,537
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$968
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : AMERICAN RECOVERY, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$79,069
Expenses. Total of all expenses incurred	2020-12-31	$1,857
Benefits paid (including direct rollovers)	2020-12-31	$350
Total plan assets at end of year	2020-12-31	$409,191
Total plan assets at beginning of year	2020-12-31	$331,979
Value of fidelity bond covering the plan	2020-12-31	$40,000
Total contributions received or receivable from participants	2020-12-31	$26,246
Other income received	2020-12-31	$52,823
Net income (gross income less expenses)	2020-12-31	$77,212
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$409,191
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$331,979
Assets. Value of participant loans	2020-12-31	$70,405
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,507
2019 : AMERICAN RECOVERY, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$82,138
Expenses. Total of all expenses incurred	2019-12-31	$57,078
Benefits paid (including direct rollovers)	2019-12-31	$54,774
Total plan assets at end of year	2019-12-31	$331,979
Total plan assets at beginning of year	2019-12-31	$306,919
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$23,920
Other income received	2019-12-31	$58,218
Net income (gross income less expenses)	2019-12-31	$25,060
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$331,979
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$306,919
Assets. Value of participant loans	2019-12-31	$45,373
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,304
2018 : AMERICAN RECOVERY, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$12,863
Expenses. Total of all expenses incurred	2018-12-31	$19,857
Benefits paid (including direct rollovers)	2018-12-31	$17,190
Total plan assets at end of year	2018-12-31	$306,919
Total plan assets at beginning of year	2018-12-31	$313,913
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$29,587
Other income received	2018-12-31	$-16,724
Net income (gross income less expenses)	2018-12-31	$-6,994
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$306,919
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$313,913
Assets. Value of participant loans	2018-12-31	$27,218
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,667
2017 : AMERICAN RECOVERY, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$77,278
Expenses. Total of all expenses incurred	2017-12-31	$19,917
Benefits paid (including direct rollovers)	2017-12-31	$18,936
Total plan assets at end of year	2017-12-31	$313,913
Total plan assets at beginning of year	2017-12-31	$256,552
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$35,493
Other income received	2017-12-31	$41,785
Net income (gross income less expenses)	2017-12-31	$57,361
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$313,913
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$256,552
Assets. Value of participant loans	2017-12-31	$28,268
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$981
2016 : AMERICAN RECOVERY, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$81,778
Expenses. Total of all expenses incurred	2016-12-31	$106,417
Benefits paid (including direct rollovers)	2016-12-31	$105,617
Total plan assets at end of year	2016-12-31	$256,552
Total plan assets at beginning of year	2016-12-31	$281,191
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$61,290
Other income received	2016-12-31	$20,488
Net income (gross income less expenses)	2016-12-31	$-24,639
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$256,552
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$281,191
Assets. Value of participant loans	2016-12-31	$27,929
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$800
2015 : AMERICAN RECOVERY, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$70,971
Expenses. Total of all expenses incurred	2015-12-31	$20,882
Benefits paid (including direct rollovers)	2015-12-31	$18,552
Total plan assets at end of year	2015-12-31	$281,191
Total plan assets at beginning of year	2015-12-31	$231,102
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$71,468
Other income received	2015-12-31	$-497
Net income (gross income less expenses)	2015-12-31	$50,089
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$281,191
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$231,102
Assets. Value of participant loans	2015-12-31	$41,652
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,330
2014 : AMERICAN RECOVERY, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$95,202
Expenses. Total of all expenses incurred	2014-12-31	$239,031
Benefits paid (including direct rollovers)	2014-12-31	$237,094
Total plan assets at end of year	2014-12-31	$231,102
Total plan assets at beginning of year	2014-12-31	$374,931
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$70,748
Other income received	2014-12-31	$24,454
Net income (gross income less expenses)	2014-12-31	$-143,829
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$231,102
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$374,931
Assets. Value of participant loans	2014-12-31	$15,275
Value of corrective distributions	2014-12-31	$576
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,361
2013 : AMERICAN RECOVERY, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$129,332
Expenses. Total of all expenses incurred	2013-12-31	$6,265
Benefits paid (including direct rollovers)	2013-12-31	$1,400
Total plan assets at end of year	2013-12-31	$374,931
Total plan assets at beginning of year	2013-12-31	$251,864
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$56,194
Other income received	2013-12-31	$51,284
Net income (gross income less expenses)	2013-12-31	$123,067
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$374,931
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$251,864
Assets. Value of participant loans	2013-12-31	$2,075
Total contributions received or receivable from employer(s)	2013-12-31	$21,854
Value of corrective distributions	2013-12-31	$4,198
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$667
2012 : AMERICAN RECOVERY, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$86,513
Expenses. Total of all expenses incurred	2012-12-31	$50,683
Benefits paid (including direct rollovers)	2012-12-31	$49,762
Total plan assets at end of year	2012-12-31	$251,864
Total plan assets at beginning of year	2012-12-31	$216,034
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$41,307
Other income received	2012-12-31	$27,488
Net income (gross income less expenses)	2012-12-31	$35,830
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$251,864
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$216,034
Assets. Value of participant loans	2012-12-31	$5,596
Total contributions received or receivable from employer(s)	2012-12-31	$17,718
Value of corrective distributions	2012-12-31	$215
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$706
2011 : AMERICAN RECOVERY, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$43,413
Expenses. Total of all expenses incurred	2011-12-31	$11,819
Benefits paid (including direct rollovers)	2011-12-31	$10,753
Total plan assets at end of year	2011-12-31	$216,034
Total plan assets at beginning of year	2011-12-31	$184,440
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$32,501
Other income received	2011-12-31	$-3,817
Net income (gross income less expenses)	2011-12-31	$31,594
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$216,034
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$184,440
Total contributions received or receivable from employer(s)	2011-12-31	$14,729
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,066
2010 : AMERICAN RECOVERY, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$65,590
Expenses. Total of all expenses incurred	2010-12-31	$7,018
Benefits paid (including direct rollovers)	2010-12-31	$6,717
Total plan assets at end of year	2010-12-31	$184,440
Total plan assets at beginning of year	2010-12-31	$125,868
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$31,635
Other income received	2010-12-31	$18,577
Net income (gross income less expenses)	2010-12-31	$58,572
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$184,440
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$125,868
Total contributions received or receivable from employer(s)	2010-12-31	$15,378
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$301

Form 5500 Responses for AMERICAN RECOVERY, LLC 401(K) PLAN

2021: AMERICAN RECOVERY, LLC 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 - Trust	Yes
2020: AMERICAN RECOVERY, LLC 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN RECOVERY, LLC 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN RECOVERY, LLC 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN RECOVERY, LLC 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN RECOVERY, LLC 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN RECOVERY, LLC 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN RECOVERY, LLC 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN RECOVERY, LLC 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN RECOVERY, LLC 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN RECOVERY, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AMERICAN RECOVERY, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN RECOVERY, LLC 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00240

Policy instance

Insurance contract or identification number	R00240
Number of Individuals Covered	3
Insurance policy start date	2021-07-09
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?	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

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Company Name:	AMERICAN RECOVERY, LLC
Employer identification number (EIN):	721459310
NAIC Classification:	562000

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BRETT BORNE	2023-10-13
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	BRETT BORNE
001	2017-01-01	BRETT BORNE
001	2016-01-01	ADRIENNE GUIDRY
001	2015-01-01	ADRIENNE GUIDRY
001	2015-01-01	ADRIENNE GUIDRY
001	2014-01-01	ADRIENNE GUIDRY
001	2013-01-01	ADRIENNE GUIDRY
001	2012-01-01	ADRIENNE GUIDRY
001	2011-01-01	ADRIENNE GUIDRY
001	2010-01-01	ADRIENNE GUIDRY
001	2009-01-01	ADRIENNE GUIDRY