American Maritime Officers 401k Plan — Form 5500 plan (Board Of Trustees American Maritime Officers 401k Plan)
Plain-English plan 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, American Maritime Officers 401k Plan is a benefit plan reported by Board Of Trustees American Maritime Officers 401k Plan under EIN 11-2978754 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,815 participants and $617,584,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees American Maritime Officers 401k Plan
- EIN
- 11-2978754
- Plan number
- 002
- Plan type
- 1
- Location
- Dania Beach, FL
- Latest filing year
- 2023
- Participants
- 3,815
- End-of-year plan assets
- $617,584,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,815 | H, C | 20241003162108NAL0010897217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $617,584,047
- Total liabilities (EOY)
- $3,090,954
- Net assets (EOY)
- $614,493,093
- Net assets (BOY)
- $515,300,811
Income & contributions
- Employer contributions
- $6,650,891
- Participant contributions
- $33,243,614
- Total contributions
- $40,773,361
- Total income / additions
- $140,348,010
Expenses & distributions
- Benefits paid
- $39,800,210
- Administrative expenses
- $1,284,841
- Total expenses
- $41,155,728
- Net increase / (decrease)
- $99,192,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amo Master Operating Trust | RELATED ORGANIZATION | $780,282 | not reported in the loaded dataset | 2023 |
| Newport Retirement Services | NONE | $204,951 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $131,330 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $53,264 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Wealth Management | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Oksana Kochergina | NONE | $10,307 | not reported in the loaded dataset | 2023 |
| Tech Plus Systems, Inc. | NONE | $5,671 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees American Maritime Officers 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Dania Beach, FL
- Amo Master Operating Trust — Schedule C compensation
- Newport Retirement Services — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Merrill Lynch Wealth Management — Schedule C compensation
- Oksana Kochergina — Schedule C compensation
- Tech Plus Systems, Inc. — Schedule C compensation