Amerlux Employee Savings Plan — Form 5500 plan (Amerlux, 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, Amerlux Employee Savings Plan is a benefit plan reported by Amerlux, LLC under EIN 22-3770495 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $17,352,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amerlux, LLC
- EIN
- 22-3770495
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, NJ
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $17,352,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20240924093817NAL0023334482001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,352,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,352,438
- Net assets (BOY)
- $15,858,543
Income & contributions
- Employer contributions
- $431,304
- Participant contributions
- $841,860
- Total contributions
- $1,401,826
- Total income / additions
- $3,898,546
Expenses & distributions
- Benefits paid
- $2,353,592
- Administrative expenses
- $47,636
- Total expenses
- $2,404,651
- Net increase / (decrease)
- $1,493,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $31,325 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,780 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,531 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amerlux, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Oakland, NJ
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation