2023 Form 5500 filing — Advanced Management Co. 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 20241012100848NAL0039687216001) for Advanced Management Co. 401(K) Plan, reported by Advanced Management Company, LLC under EIN 20-2625655 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012100848NAL0039687216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Management Company, LLC
- EIN
- 20-2625655
- Plan number
- 001
- Location
- Loves Park, IL
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,973,800
- Net assets (EOY)
- $1,973,800
- Employer contributions
- $47,344
- Participant contributions
- $93,143
- Total income / additions
- $557,372
- Benefits paid
- $176,508
- Administrative expenses
- $99,629
- Total expenses
- $276,137
- Net increase / (decrease)
- $281,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | SERVICE PROVIDER | $54,427 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $19,838 | $0 |
| Wipfli Llp | SERVICE PROVIDER | $16,753 | $0 |
| Wells Fargo Advisors | SERVICE PROVIDER | $8,663 | $0 |