Plan5500

Advanced Management Strategies Group Retirement Savings Plan — Form 5500 plan (Advanced Management Strategies Group, 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, Advanced Management Strategies Group Retirement Savings Plan is a benefit plan reported by Advanced Management Strategies Group, Inc. under EIN 26-2821701 and plan number 001. The latest loaded filing year is 2023. The filing reports 114 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Management Strategies Group, Inc.
EIN
26-2821701
Plan number
001
Plan type
2
Location
Dumfries, VA
Latest filing year
2023
Participants
114
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023114H, C20240515203729NAL0067815650001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$3,529,148

Income & contributions

Total contributions
$0
Total income / additions
$118,634

Expenses & distributions

Benefits paid
$127,365
Administrative expenses
$7,133
Total expenses
$134,498
Net increase / (decrease)
-$15,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$6,152not reported in the loaded dataset2023

Related Form 5500 pages