Alliance For Audited Media Employees Voluntary Savings Plan — Form 5500 plan (Alliance For Audited Media)

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, Alliance For Audited Media Employees Voluntary Savings Plan is a benefit plan reported by Alliance For Audited Media under EIN 36-0756300 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $39,517,852 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39.5MPlan net assets, end of year$39,517,852
Participants150Covered participants reported
Assets / participant$263.5KComputed: assets ÷ participants$263,452 (computed)
Provider compensation$90.2K2 Schedule C provider row(s)$90,230
Plan sponsor
Alliance For Audited Media
EIN
36-0756300
Plan number
002
Plan type
2
Location
Lisle, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241002143459NAL0015311616003
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39.5M total assets
Net assets$39.5MLiabilities
Money in vs. money out
Total income / additions$11.9M
Total expenses$6.9M
Benefits paid / distributions$6.8M
Contributions
Employer$369.7K
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$39,517,852
Net assets (EOY)
$39,517,852
Net assets (BOY)
$34,476,345

Income & contributions

Employer contributions
$369,655
Participant contributions
$1,022,100
Total contributions
$5,233,449
Total income / additions
$11,900,277

Expenses & distributions

Benefits paid
$6,762,989
Administrative expenses
$90,230
Total expenses
$6,858,770
Net increase / (decrease)
$5,041,507
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$46,418not reported in the loaded dataset2023
Merrill Lynch Consulting ServiNONE$43,812not reported in the loaded dataset2023

Related Form 5500 pages