Amg Vanadium LLC 401(K) And Profit Sharing Plan — Form 5500 plan (Amg Vanadium 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, Amg Vanadium LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Amg Vanadium LLC under EIN 20-2931565 and plan number 003. The latest loaded filing year is 2023. The filing reports 157 participants and $13,459,328 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amg Vanadium LLC
- EIN
- 20-2931565
- Plan number
- 003
- Plan type
- 2
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $13,459,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241013102010NAL0012388115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,459,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,459,328
- Net assets (BOY)
- $11,158,625
Income & contributions
- Employer contributions
- $725,478
- Participant contributions
- $801,111
- Total contributions
- $1,537,894
- Total income / additions
- $3,905,395
Expenses & distributions
- Benefits paid
- $1,587,704
- Administrative expenses
- $16,988
- Total expenses
- $1,604,692
- Net increase / (decrease)
- $2,300,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $14,382 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,606 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |