Ampex Retirement Master Trust — Form 5500 plan (Ampex Corporation)

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, Ampex Retirement Master Trust is a benefit plan reported by Ampex Corporation under EIN 13-3667696 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $159,588,365 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ampex Corporation
EIN
13-3667696
Plan number
005
Plan type
4
Location
Stamford, CT
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$159,588,365

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015104908NAL0047440912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$159,588,365
Total liabilities (EOY)
$0
Net assets (EOY)
$159,588,365
Net assets (BOY)
$198,470,513

Income & contributions

Total contributions
$0
Total income / additions
$18,702,735

Expenses & distributions

Benefits paid
$55,698,488
Administrative expenses
$1,886,395
Total expenses
$57,584,883
Net increase / (decrease)
-$38,882,148

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Retirement Plan ServicesACTUARY AND TPA$476,036not reported in the loaded dataset2023
State Street BankTRUSTEE$345,552not reported in the loaded dataset2023
Wells CapitalINVESTMENT MANAGER$78,751not reported in the loaded dataset2023
Pinnacle Associates LtdINVESTMENT MANAGER$51,627not reported in the loaded dataset2023
Cohnreznick LlpAUDITOR$44,000not reported in the loaded dataset2023

Related Form 5500 pages