Amtis, Inc. 401(K) Plan — Form 5500 plan (Amtis, 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, Amtis, Inc. 401(K) Plan is a benefit plan reported by Amtis, Inc. under EIN 20-8114813 and plan number 001. The latest loaded filing year is 2023. The filing reports 515 participants and $5,383,864 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amtis, Inc.
EIN
20-8114813
Plan number
001
Plan type
2
Location
Maitland, FL
Latest filing year
2023
Participants
515
End-of-year plan assets
$5,383,864

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023515H, C20241015145914NAL0050040672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,383,864
Total liabilities (EOY)
$0
Net assets (EOY)
$5,383,864
Net assets (BOY)
$4,555,917

Income & contributions

Employer contributions
$1,119,099
Participant contributions
$382,516
Total contributions
$1,524,214
Total income / additions
$2,197,444

Expenses & distributions

Benefits paid
$1,301,068
Administrative expenses
$68,429
Total expenses
$1,369,497
Net increase / (decrease)
$827,947

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Investors CorpTHIRD-PARTY ADMINISTRATO$17,876$02023
John Hancock Life Insurance CompanyRECORDKEEPER$15,024$02023

Related Form 5500 pages