2023 Form 5500 filing — Ams Retail Solutions 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 20240911133416NAL0004298499001) for Ams Retail Solutions 401(K) Plan, reported by American Merchandising Specialists, Inc. under EIN 91-1951517 and plan number 002. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911133416NAL0004298499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Merchandising Specialists, Inc.
- EIN
- 91-1951517
- Plan number
- 002
- Location
- Mooresville, NC
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,682,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,682,504
- Employer contributions
- $341
- Participant contributions
- $373,494
- Total income / additions
- $1,009,906
- Benefits paid
- $384,487
- Administrative expenses
- $30,935
- Total expenses
- $415,422
- Net increase / (decrease)
- $594,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,059 | $0 |
| Wintrust Investments LLC | FINANCIAL ADVISOR | $12,488 | not reported in the loaded dataset |
| Gilliam Bell Moser Llp | THIRD PARTY ADMINISTRATOR | $1,050 | $0 |