2023 Form 5500 filing — A & M Supply Holdings, Inc. & Affiliates Employee Stock Ownership And Savings 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 20250715104607NAL0002768768001) for A & M Supply Holdings, Inc. & Affiliates Employee Stock Ownership And Savings Plan, reported by A & M Supply Holdings, Inc. under EIN 54-1598875 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250715104607NAL0002768768001
Filing year
2023
Form type
2
Plan sponsor
A & M Supply Holdings, Inc.
EIN
54-1598875
Plan number
001
Location
Pinellas Park, FL
Participants
350
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,205,806
Total liabilities (EOY)
$0
Net assets (EOY)
$18,205,806
Employer contributions
$867,143
Participant contributions
$297,433
Total income / additions
$1,461,486
Benefits paid
$1,728,048
Administrative expenses
$2,971
Total expenses
$1,731,019
Net increase / (decrease)
-$269,533
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,971$0
Stahl & Associates Insurance IncOTHER SERVICES$0$545

Related Form 5500 pages