Amwins Group, Inc. 401(K) Plan — Form 5500 plan (Amwins Group, Inc.)
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, Amwins Group, Inc. 401(K) Plan is a benefit plan reported by Amwins Group, Inc. under EIN 13-4009411 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,604 participants and $692,897,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amwins Group, Inc.
- EIN
- 13-4009411
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 6,604
- End-of-year plan assets
- $692,897,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,604 | H, C | 20241013182248NAL0044138928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $692,897,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $692,897,653
- Net assets (BOY)
- $544,485,239
Income & contributions
- Employer contributions
- $15,031,163
- Participant contributions
- $52,295,205
- Total contributions
- $76,469,979
- Total income / additions
- $190,348,678
Expenses & distributions
- Benefits paid
- $41,189,660
- Administrative expenses
- $703,720
- Total expenses
- $41,936,264
- Net increase / (decrease)
- $148,412,414
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $326,208 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $297,621 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | INVESTMENT ADVISOR | $63,191 | not reported in the loaded dataset | 2023 |
| Bernard Robinson & Company Llp | ACCOUNTANT/AUDITOR | $16,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amwins Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- Bernard Robinson & Company Llp — Schedule C compensation