Andrews Mcmeel Universal Profit Sharing And 401(K) Plan — Form 5500 plan (Andrews Mcmeel Universal)
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, Andrews Mcmeel Universal Profit Sharing And 401(K) Plan is a benefit plan reported by Andrews Mcmeel Universal under EIN 13-2653314 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $47,042,604 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$47MPlan net assets, end of year$47,042,604
Participants277Covered participants reported
Assets / participant$169.8KComputed: assets ÷ participants$169,829 (computed)
Provider compensation$9K1 Schedule C provider row(s)$8,999
- Plan sponsor
- Andrews Mcmeel Universal
- EIN
- 13-2653314
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240821121934NAL0003931505001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$47M total assets
Net assets$47MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $47,042,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,042,604
- Net assets (BOY)
- $36,481,510
Income & contributions
- Employer contributions
- $479,525
- Participant contributions
- $1,901,758
- Total contributions
- $3,454,978
- Total income / additions
- $11,789,102
Expenses & distributions
- Benefits paid
- $1,219,009
- Administrative expenses
- $8,999
- Total expenses
- $1,228,008
- Net increase / (decrease)
- $10,561,094
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,999 | $0 | 2023 |