2023 Form 5500 filing — Association Management Center, Inc. 401(K) Profit Sharing Plan And Trust
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 20241014105928NAL0044247360001) for Association Management Center, Inc. 401(K) Profit Sharing Plan And Trust, reported by Association Management Center, Inc. under EIN 36-2610120 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105928NAL0044247360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Association Management Center, Inc.
- EIN
- 36-2610120
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,311,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,311,752
- Employer contributions
- $73,261
- Participant contributions
- $1,203,105
- Total income / additions
- $4,210,771
- Benefits paid
- $3,489,726
- Administrative expenses
- $86,959
- Total expenses
- $3,576,685
- Net increase / (decrease)
- $634,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Foster Group Inc | ADVISOR | $63,130 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,992 | $0 |
| Cliftonlarsonallen | ACCOUNTANT/AUDITOR | $15,750 | not reported in the loaded dataset |