2023 Form 5500 filing — Ameritrust 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 20251023093253NAL0002033729001) for Ameritrust 401(K) Profit Sharing Plan, reported by Meadowbrook, Inc. under EIN 38-1798156 and plan number 001. It reports 978 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251023093253NAL0002033729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meadowbrook, Inc.
- EIN
- 38-1798156
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 978
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,526,425
- Net assets (EOY)
- $96,526,425
- Employer contributions
- $1,718,206
- Participant contributions
- $5,669,059
- Total income / additions
- $19,879,146
- Benefits paid
- $10,076,211
- Administrative expenses
- $193,431
- Total expenses
- $10,269,642
- Net increase / (decrease)
- $9,609,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $110,458 | $4,608 |
| Ubs Financial Services, Inc. | NONE | $96,473 | not reported in the loaded dataset |