Am Management Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Am Management 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, Am Management Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Am Management Inc under EIN 42-1368820 and plan number 001. The latest loaded filing year is 2023. The filing reports 53 participants and $2,480,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Am Management Inc
- EIN
- 42-1368820
- Plan number
- 001
- Plan type
- 2
- Location
- Beavercreek, OH
- Latest filing year
- 2023
- Participants
- 53
- End-of-year plan assets
- $2,480,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 53 | I | 20240729073712NAL0029446288001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,480,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,480,752
- Net assets (BOY)
- $2,304,860
Income & contributions
- Employer contributions
- $32,719
- Participant contributions
- $86,106
- Total income / additions
- $468,761
Expenses & distributions
- Benefits paid
- $277,909
- Administrative expenses
- $14,960
- Total expenses
- $292,869
- Net increase / (decrease)
- $175,892
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.