Association Management Resources Inc. 401(K) Retirement Plan — Form 5500 plan (Association Management Resources, 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, Association Management Resources Inc. 401(K) Retirement Plan is a benefit plan reported by Association Management Resources, Inc. under EIN 31-1530557 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $8,380,426 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Association Management Resources, Inc.
EIN
31-1530557
Plan number
001
Plan type
2
Location
Lexington, KY
Latest filing year
2023
Participants
133
End-of-year plan assets
$8,380,426

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20250129082226NAL0028509458001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,380,426
Total liabilities (EOY)
$0
Net assets (EOY)
$8,380,426
Net assets (BOY)
$7,114,648

Income & contributions

Employer contributions
$203,158
Participant contributions
$608,318
Total contributions
$823,967
Total income / additions
$1,910,917

Expenses & distributions

Benefits paid
$599,412
Administrative expenses
$45,727
Total expenses
$645,139
Net increase / (decrease)
$1,265,778

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcf AdvisorsNONE$40,944not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$2,908$2702023
Pension Corporation Of AmericaNONE$1,875not reported in the loaded dataset2023

Related Form 5500 pages