2023 Form 5500 filing — Amr Resources 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 20250407140541NAL0009338355001) for Amr Resources 401(K) Plan, reported by Amr Resources, LLC under EIN 87-4423304 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407140541NAL0009338355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amr Resources, LLC
- EIN
- 87-4423304
- Plan number
- 001
- Location
- Marietta, GA
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,315,408
- Total liabilities (EOY)
- $8,340
- Net assets (EOY)
- $4,307,068
- Employer contributions
- $140,528
- Participant contributions
- $537,692
- Total income / additions
- $1,569,897
- Benefits paid
- $1,258,107
- Administrative expenses
- $65,618
- Total expenses
- $1,385,512
- Net increase / (decrease)
- $184,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,457 | $0 |
| Osaic Wealth Inc | INVESTMENT ADVISOR | $13,636 | not reported in the loaded dataset |
| Seay & Weissinger LLC | OTHER | $13,000 | not reported in the loaded dataset |