2023 Form 5500 filing — Ampersand 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 20241011120316NAL0012458179001) for Ampersand 401(K) Plan, reported by National Cable Communications LLC (Dba Ampersand) under EIN 04-3259154 and plan number 001. It reports 848 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120316NAL0012458179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Cable Communications LLC (Dba Ampersand)
- EIN
- 04-3259154
- Plan number
- 001
- Location
- New York, NY
- Participants
- 848
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,494,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,494,433
- Employer contributions
- $3,066,277
- Participant contributions
- $7,043,513
- Total income / additions
- $38,762,531
- Benefits paid
- $10,254,783
- Administrative expenses
- $83,735
- Total expenses
- $10,339,697
- Net increase / (decrease)
- $28,422,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors Inc | ADVISOR | $50,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $23,884 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $10,097 | $0 |