2023 Form 5500 filing — Andrews Mcmeel Universal Profit Sharing And 401(K) 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 20240821121934NAL0003931505001) for Andrews Mcmeel Universal Profit Sharing And 401(K) Plan, reported by Andrews Mcmeel Universal under EIN 13-2653314 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$47MReported net assets$47,042,604
Participants277
Provider compensation$9K1 Schedule C row(s)$8,999
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240821121934NAL0003931505001
- Plan sponsor
- Andrews Mcmeel Universal
- EIN
- 13-2653314
- Plan number
- 001
- Location
- Kansas City, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$47M total assets
Net assets$47MLiabilities$0
Full reported line items
- Total assets (EOY)
- $47,042,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,042,604
- Employer contributions
- $479,525
- Participant contributions
- $1,901,758
- Total income / additions
- $11,789,102
- Benefits paid
- $1,219,009
- Administrative expenses
- $8,999
- Total expenses
- $1,228,008
- Net increase / (decrease)
- $10,561,094
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,999 | $0 |