Plan5500

Amsoil, Inc. Retirement Savings Plan — Form 5500 plan (Amsoil, 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, Amsoil, Inc. Retirement Savings Plan is a benefit plan reported by Amsoil, Inc. under EIN 41-0965915 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $45,874,575 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amsoil, Inc.
EIN
41-0965915
Plan number
001
Plan type
2
Location
Superior, WI
Latest filing year
2023
Participants
516
End-of-year plan assets
$45,874,575

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023516H, C20241014151812NAL0026540737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,874,575
Total liabilities (EOY)
$0
Net assets (EOY)
$45,874,575
Net assets (BOY)
$35,687,039

Income & contributions

Employer contributions
$368,626
Participant contributions
$1,110,261
Total contributions
$1,526,377
Total income / additions
$3,835,475

Expenses & distributions

Benefits paid
$775,591
Administrative expenses
$37,908
Total expenses
$813,499
Net increase / (decrease)
$3,021,976

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$32,730not reported in the loaded dataset2023
Oneamerica Inv Adv Services, LLCNONE$5,178not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages