2023 Form 5500 filing — Amerex Corporation 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523100331NAL0005171137001) for Amerex Corporation 401(K) Savings Plan, reported by Amerex Corporation under EIN 63-0595141 and plan number 002. It reports 622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240523100331NAL0005171137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amerex Corporation
- EIN
- 63-0595141
- Plan number
- 002
- Location
- Trussville, AL
- Participants
- 622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,919,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,919,769
- Employer contributions
- $1,129,976
- Participant contributions
- $2,267,468
- Total income / additions
- $11,276,406
- Benefits paid
- $7,275,216
- Administrative expenses
- $59,147
- Total expenses
- $7,334,363
- Net increase / (decrease)
- $3,942,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smit | CONSULTANT | $40,840 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $12,738 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $5,569 | not reported in the loaded dataset |