2023 Form 5500 filing — Ampex Retirement Master 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 20241015104908NAL0047440912001) for Ampex Retirement Master Trust, reported by Ampex Corporation under EIN 13-3667696 and plan number 005. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104908NAL0047440912001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Ampex Corporation
- EIN
- 13-3667696
- Plan number
- 005
- Location
- Stamford, CT
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,588,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,588,365
- Total income / additions
- $18,702,735
- Benefits paid
- $55,698,488
- Administrative expenses
- $1,886,395
- Total expenses
- $57,584,883
- Net increase / (decrease)
- -$38,882,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Retirement Plan Services | ACTUARY AND TPA | $476,036 | not reported in the loaded dataset |
| State Street Bank | TRUSTEE | $345,552 | not reported in the loaded dataset |
| Wells Capital | INVESTMENT MANAGER | $78,751 | not reported in the loaded dataset |
| Pinnacle Associates Ltd | INVESTMENT MANAGER | $51,627 | not reported in the loaded dataset |
| Cohnreznick Llp | AUDITOR | $44,000 | not reported in the loaded dataset |