Amend Consulting LLC 401(K) Plan — Form 5500 plan (Amend Consulting 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, Amend Consulting LLC 401(K) Plan is a benefit plan reported by Amend Consulting LLC under EIN 20-2690905 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $6,258,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amend Consulting LLC
- EIN
- 20-2690905
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $6,258,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241010080425NAL0020675137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,258,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,258,371
- Net assets (BOY)
- $4,148,658
Income & contributions
- Employer contributions
- $384,890
- Participant contributions
- $868,231
- Total contributions
- $1,324,802
- Total income / additions
- $2,284,138
Expenses & distributions
- Benefits paid
- $137,966
- Administrative expenses
- $36,459
- Total expenses
- $174,425
- Net increase / (decrease)
- $2,109,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Wealth Advisors, LLC | INVESTMENT ADVISOR | $22,097 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,020 | $0 | 2023 |
| Creative Retirement Systems, Inc. | CONTRACT ADMIN | $600 | $4,721 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $742 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amend Consulting LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation