2023 Form 5500 filing — Amvets 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 20240829151813NAL0024646144001) for Amvets 401(K) Plan, reported by Amvets National under EIN 53-0176836 and plan number 001. It reports 327 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)$3.6MReported net assets$3,643,008
Participants327
Provider compensation$35.9K2 Schedule C row(s)$35,898
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240829151813NAL0024646144001
Plan sponsor
Amvets National
EIN
53-0176836
Plan number
001
Location
Lanham, MD
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$294.3K
Participant$280.1K
Full reported line items
Total assets (EOY)
$3,643,008
Total liabilities (EOY)
$0
Net assets (EOY)
$3,643,008
Employer contributions
$294,348
Participant contributions
$280,071
Total income / additions
$1,223,032
Benefits paid
$1,760,024
Administrative expenses
$35,898
Total expenses
$1,825,934
Net increase / (decrease)
-$602,902
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $20.5K
  2. 2
    ADVISOR · Direct $15.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829151813NAL0024646144001 cover?
It is the 2023 Form 5500 filing for Amvets 401(K) Plan, reported by Amvets National (EIN 53-0176836).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages