Advantage Media Services, LLC 401(K) Plan — Form 5500 plan (Advantage Media Services, LLC)

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, Advantage Media Services, LLC 401(K) Plan is a benefit plan reported by Advantage Media Services, LLC under EIN 47-0891145 and plan number 002. The latest loaded filing year is 2023. The filing reports 744 participants and $13,942,910 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.9MPlan net assets, end of year$13,936,087
Participants744Covered participants reported
Assets / participant$18.7KComputed: assets ÷ participants$18,740 (computed)
Provider compensation$49.9K1 Schedule C provider row(s)$49,899
Plan sponsor
Advantage Media Services, LLC
EIN
47-0891145
Plan number
002
Plan type
2
Location
Valencia, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023744H, C20241014144313NAL0052719826001
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)$13.9M total assets
Net assets$13.9MLiabilities$6.8K
Money in vs. money out
Total income / additions$3.3M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$330.4K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$13,942,910
Total liabilities (EOY)
$6,823
Net assets (EOY)
$13,936,087
Net assets (BOY)
$12,660,044

Income & contributions

Employer contributions
$330,377
Participant contributions
$1,090,755
Total contributions
$1,425,807
Total income / additions
$3,293,203

Expenses & distributions

Benefits paid
$1,967,261
Administrative expenses
$49,899
Total expenses
$2,017,160
Net increase / (decrease)
$1,276,043
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 23%Participant 77%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income60%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement Solutions,RECORDKEEPER$49,899$02023

Related Form 5500 pages