Advanced Management Co. 401(K) Plan — Form 5500 plan (Advanced Management Company, 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, Advanced Management Co. 401(K) Plan is a benefit plan reported by Advanced Management Company, LLC under EIN 20-2625655 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $1,973,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Management Company, LLC
- EIN
- 20-2625655
- Plan number
- 001
- Plan type
- 2
- Location
- Loves Park, IL
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $1,973,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241012100848NAL0039687216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,973,800
- Net assets (EOY)
- $1,973,800
- Net assets (BOY)
- $1,692,565
Income & contributions
- Employer contributions
- $47,344
- Participant contributions
- $93,143
- Total contributions
- $245,435
- Total income / additions
- $557,372
Expenses & distributions
- Benefits paid
- $176,508
- Administrative expenses
- $99,629
- Total expenses
- $276,137
- Net increase / (decrease)
- $281,235
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti LLC | SERVICE PROVIDER | $54,427 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $19,838 | $0 | 2023 |
| Wipfli Llp | SERVICE PROVIDER | $16,753 | $0 | 2023 |
| Wells Fargo Advisors | SERVICE PROVIDER | $8,663 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Management Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Loves Park, IL
- Definiti LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation