Awi Management Corporation 401(K) Plan — Form 5500 plan (Awi Management Corporation)
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, Awi Management Corporation 401(K) Plan is a benefit plan reported by Awi Management Corporation under EIN 20-8570246 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $3,416,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Awi Management Corporation
- EIN
- 20-8570246
- Plan number
- 001
- Plan type
- 2
- Location
- Auburn, CA
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $3,416,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20240808114928NAL0005004129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,416,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,416,458
- Net assets (BOY)
- $2,799,037
Income & contributions
- Employer contributions
- $24,473
- Participant contributions
- $300,067
- Total contributions
- $324,540
- Total income / additions
- $740,544
Expenses & distributions
- Benefits paid
- $105,304
- Administrative expenses
- $17,819
- Total expenses
- $123,123
- Net increase / (decrease)
- $617,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $15,795 | $0 | 2023 |
| Ameritas Investment Corp | BROKER/ADVISOR | $0 | $11,126 | 2023 |
| Atteberry/Searle, Inc. | CONTRACT ADMIN | $1,045 | $3,014 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $979 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Awi Management Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Auburn, CA
- Empower Annuity Insurance Co. — Schedule C compensation
- Ameritas Investment Corp — Schedule C compensation
- Atteberry/Searle, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation