2023 Form 5500 filing — Affiliated Managers Group, Inc. 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 20241015133640NAL0028597057001) for Affiliated Managers Group, Inc. 401(K) Profit Sharing Plan, reported by Affiliated Managers Group, Inc. under EIN 04-3218510 and plan number 001. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133640NAL0028597057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Affiliated Managers Group, Inc.
- EIN
- 04-3218510
- Plan number
- 001
- Location
- Prides Crossing, MA
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,570,762
- Total liabilities (EOY)
- $1,598,850
- Net assets (EOY)
- $101,971,912
- Employer contributions
- $2,393,745
- Participant contributions
- $3,940,652
- Total income / additions
- $25,963,141
- Benefits paid
- $12,168,919
- Administrative expenses
- $2,160
- Total expenses
- $12,171,079
- Net increase / (decrease)
- $13,792,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner Smith | NONE | $1,839 | $158 |
| Ascensus | NONE | $321 | $785 |