2023 Form 5500 filing — Aam, LLC 401(K) Profit Sharing Plan And Trust
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 20240723180509NAL0011839329001) for Aam, LLC 401(K) Profit Sharing Plan And Trust, reported by Aam. LLC under EIN 42-1683910 and plan number 001. It reports 1,077 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723180509NAL0011839329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aam. LLC
- EIN
- 42-1683910
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 1,077
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,756,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,756,624
- Employer contributions
- $470,437
- Participant contributions
- $2,890,442
- Total income / additions
- $6,717,969
- Benefits paid
- $2,520,483
- Administrative expenses
- $78,364
- Total expenses
- $2,598,847
- Net increase / (decrease)
- $4,119,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,364 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $20,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |