The Profit Sharing Plus Plan (The Plan) Of Advantage Management Corporation — Form 5500 plan (Advantage Management Corporation)

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, The Profit Sharing Plus Plan (The Plan) Of Advantage Management Corporation is a benefit plan reported by Advantage Management Corporation under EIN 41-1679714 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,423 participants and $54,565,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advantage Management Corporation
EIN
41-1679714
Plan number
001
Plan type
2
Location
Eagan, MN
Latest filing year
2023
Participants
1,423
End-of-year plan assets
$54,565,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,423H, C20241014123303NAL0027278145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,565,254
Total liabilities (EOY)
$0
Net assets (EOY)
$54,565,254
Net assets (BOY)
$57,154,888

Income & contributions

Employer contributions
$550,308
Participant contributions
$2,164,945
Total contributions
$2,788,462
Total income / additions
$13,279,269

Expenses & distributions

Benefits paid
$15,833,621
Administrative expenses
$1,180
Total expenses
$15,868,903
Net increase / (decrease)
-$2,589,634

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$5,097not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$3,917$02023

Related Form 5500 pages