Aml Rightsource, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Aml Rightsource, LLC)
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, Aml Rightsource, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Aml Rightsource, LLC under EIN 20-1996855 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,548 participants and $25,790,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aml Rightsource, LLC
- EIN
- 20-1996855
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,548
- End-of-year plan assets
- $25,790,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,548 | H, C | 20241011173719NAL0012816083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,790,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,790,018
- Net assets (BOY)
- $17,319,602
Income & contributions
- Employer contributions
- $2,155,902
- Participant contributions
- $4,248,752
- Total contributions
- $6,561,258
- Total income / additions
- $10,398,687
Expenses & distributions
- Benefits paid
- $1,708,026
- Administrative expenses
- $220,245
- Total expenses
- $1,928,271
- Net increase / (decrease)
- $8,470,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $144,463 | $0 | 2023 |
| Ancora Retirement Plan Advisors | ADVISOR | $57,637 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $18,145 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aml Rightsource, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Fidelity Investments Institutional — Schedule C compensation
- Ancora Retirement Plan Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation