2023 Form 5500 filing — American Maritime Officers 401k 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 20241003162108NAL0010897217001) for American Maritime Officers 401k Plan, reported by Board Of Trustees American Maritime Officers 401k Plan under EIN 11-2978754 and plan number 002. It reports 3,815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003162108NAL0010897217001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees American Maritime Officers 401k Plan
- EIN
- 11-2978754
- Plan number
- 002
- Location
- Dania Beach, FL
- Participants
- 3,815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $617,584,047
- Total liabilities (EOY)
- $3,090,954
- Net assets (EOY)
- $614,493,093
- Employer contributions
- $6,650,891
- Participant contributions
- $33,243,614
- Total income / additions
- $140,348,010
- Benefits paid
- $39,800,210
- Administrative expenses
- $1,284,841
- Total expenses
- $41,155,728
- Net increase / (decrease)
- $99,192,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amo Master Operating Trust | RELATED ORGANIZATION | $780,282 | not reported in the loaded dataset |
| Newport Retirement Services | NONE | $204,951 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $131,330 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $53,264 | not reported in the loaded dataset |
| Merrill Lynch Wealth Management | NONE | $44,000 | not reported in the loaded dataset |
| Oksana Kochergina | NONE | $10,307 | not reported in the loaded dataset |
| Tech Plus Systems, Inc. | NONE | $5,671 | not reported in the loaded dataset |