2023 Form 5500 filing — Amego, Inc. 403(B) 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 20240926143914NAL0001460992001) for Amego, Inc. 403(B) Plan, reported by Amego, Inc. under EIN 23-7131690 and plan number 001. It reports 1,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926143914NAL0001460992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amego, Inc.
- EIN
- 23-7131690
- Plan number
- 001
- Location
- Attleboro, MA
- Participants
- 1,058
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,278,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,278,306
- Employer contributions
- $474,415
- Participant contributions
- $2,328,510
- Total income / additions
- $4,611,700
- Benefits paid
- $822,270
- Administrative expenses
- $102,361
- Total expenses
- $931,490
- Net increase / (decrease)
- $3,680,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | BROKER/ADVISER | $36,513 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $10,600 | $10,429 |
| Empower Annuity Inc Co Of America | RECORDKEEPER | $16,879 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,219 | not reported in the loaded dataset |