Am-Liner Savings & Retirement Plan — Form 5500 plan (Am-Liner East, 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-Liner Savings & Retirement Plan is a benefit plan reported by Am-Liner East, Inc. under EIN 54-1740179 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $7,912,811 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.9MPlan net assets, end of year$7,912,811
Participants113Covered participants reported
Assets / participant$70KComputed: assets ÷ participants$70,025 (computed)
Provider compensation$58.2K4 Schedule C provider row(s)$58,157
- Plan sponsor
- Am-Liner East, Inc.
- EIN
- 54-1740179
- Plan number
- 001
- Plan type
- 2
- Location
- Berryville, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H, C | 20241011144443NAL0011037651001 |
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)$7.9M total assets
Net assets$7.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,912,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,912,811
- Net assets (BOY)
- $6,567,533
Income & contributions
- Employer contributions
- $228,584
- Participant contributions
- $385,490
- Total contributions
- $614,074
- Total income / additions
- $1,716,354
Expenses & distributions
- Benefits paid
- $312,921
- Administrative expenses
- $58,155
- Total expenses
- $371,076
- Net increase / (decrease)
- $1,345,278
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISORY | $32,372 | $2 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,783 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Am-Liner East, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Berryville, VA
- Commonwealth Financial Network — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation