Plan5500

Amsi 401(K) Plan — Form 5500 plan (Amsi)

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, Amsi 401(K) Plan is a benefit plan reported by Amsi under EIN 59-2926481 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,475 participants and $326,409,503 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amsi
EIN
59-2926481
Plan number
001
Plan type
2
Location
West Palm Beach, FL
Latest filing year
2023
Participants
13,475
End-of-year plan assets
$326,409,503

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,475H, C20241013200942NAL0026204161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$326,409,503
Total liabilities (EOY)
$0
Net assets (EOY)
$326,409,503
Net assets (BOY)
$257,834,682

Income & contributions

Employer contributions
$10,226,823
Participant contributions
$36,497,273
Total contributions
$49,834,508
Total income / additions
$95,149,117

Expenses & distributions

Benefits paid
$25,201,281
Administrative expenses
$1,048,827
Total expenses
$26,574,296
Net increase / (decrease)
$68,574,821

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$837,877$02023
Aprio LlpNONE$122,750not reported in the loaded dataset2023
Creative Planning LLCNONE$80,000not reported in the loaded dataset2023

Related Form 5500 pages