Association Management Center, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Association Management Center, 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 Center, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Association Management Center, Inc. under EIN 36-2610120 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $21,311,752 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Association Management Center, Inc.
EIN
36-2610120
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
266
End-of-year plan assets
$21,311,752

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20241014105928NAL0044247360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,311,752
Total liabilities (EOY)
$0
Net assets (EOY)
$21,311,752
Net assets (BOY)
$20,677,666

Income & contributions

Employer contributions
$73,261
Participant contributions
$1,203,105
Total contributions
$1,318,783
Total income / additions
$4,210,771

Expenses & distributions

Benefits paid
$3,489,726
Administrative expenses
$86,959
Total expenses
$3,576,685
Net increase / (decrease)
$634,086

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Foster Group IncADVISOR$63,130not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,992$02023
CliftonlarsonallenACCOUNTANT/AUDITOR$15,750not reported in the loaded dataset2023

Related Form 5500 pages