2023 Form 5500 filing — Am-Liner Savings & Retirement 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 20241011144443NAL0011037651001) for Am-Liner Savings & Retirement Plan, reported by Am-Liner East, Inc. under EIN 54-1740179 and plan number 001. It reports 113 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)$7.9MReported net assets$7,912,811
Participants113
Provider compensation$58.2K4 Schedule C row(s)$58,157
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011144443NAL0011037651001
- Plan sponsor
- Am-Liner East, Inc.
- EIN
- 54-1740179
- Plan number
- 001
- Location
- Berryville, VA
- Received date
- not reported in the loaded dataset
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)$7.9M total assets
Net assets$7.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,912,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,912,811
- Employer contributions
- $228,584
- Participant contributions
- $385,490
- Total income / additions
- $1,716,354
- Benefits paid
- $312,921
- Administrative expenses
- $58,155
- Total expenses
- $371,076
- Net increase / (decrease)
- $1,345,278
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISORY | $32,372 | $2 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,783 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |