2023 Form 5500 filing — Aml Rightsource, LLC 401(K) Profit Sharing 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 20241011173719NAL0012816083001) for Aml Rightsource, LLC 401(K) Profit Sharing Plan, reported by Aml Rightsource, LLC under EIN 20-1996855 and plan number 001. It reports 1,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011173719NAL0012816083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aml Rightsource, LLC
- EIN
- 20-1996855
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 1,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,790,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,790,018
- Employer contributions
- $2,155,902
- Participant contributions
- $4,248,752
- Total income / additions
- $10,398,687
- Benefits paid
- $1,708,026
- Administrative expenses
- $220,245
- Total expenses
- $1,928,271
- Net increase / (decrease)
- $8,470,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $144,463 | $0 |
| Ancora Retirement Plan Advisors | ADVISOR | $57,637 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $18,145 | not reported in the loaded dataset |