Plan5500

Amg Enterprises LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Amg Enterprises 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, Amg Enterprises LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Amg Enterprises LLC under EIN 81-2730196 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $783,903 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amg Enterprises LLC
EIN
81-2730196
Plan number
001
Plan type
2
Location
Branford, CT
Latest filing year
2023
Participants
147
End-of-year plan assets
$783,903

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241220084916NAL0003338259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$783,903
Total liabilities (EOY)
$0
Net assets (EOY)
$783,903
Net assets (BOY)
$338,122

Income & contributions

Employer contributions
$132,344
Participant contributions
$230,764
Total contributions
$414,741
Total income / additions
$506,567

Expenses & distributions

Benefits paid
$48,046
Administrative expenses
$12,740
Total expenses
$60,786
Net increase / (decrease)
$445,781

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.RECORDKEEPER$9,823not reported in the loaded dataset2023

Related Form 5500 pages