American Musical Supply 401(K) Profit Sharing Plan — Form 5500 plan (American Musical Supply, 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, American Musical Supply 401(K) Profit Sharing Plan is a benefit plan reported by American Musical Supply, Inc. under EIN 22-2721575 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $19,962,170 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Musical Supply, Inc.
EIN
22-2721575
Plan number
001
Plan type
2
Location
Oakland, NJ
Latest filing year
2023
Participants
305
End-of-year plan assets
$19,962,170

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20241008104739NAL0009563555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,962,170
Total liabilities (EOY)
$0
Net assets (EOY)
$19,962,170
Net assets (BOY)
$15,811,648

Income & contributions

Employer contributions
$390,448
Participant contributions
$1,265,866
Total contributions
$1,862,352
Total income / additions
$4,641,215

Expenses & distributions

Benefits paid
$540,384
Administrative expenses
$4,730
Total expenses
$490,693
Net increase / (decrease)
$4,150,522

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$4,730not reported in the loaded dataset2023

Related Form 5500 pages