A & M Transport, LLC Employee Savings Plan — Form 5500 plan (A & M Transport, 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, A & M Transport, LLC Employee Savings Plan is a benefit plan reported by A & M Transport, LLC under EIN 82-3486465 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $5,368,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A & M Transport, LLC
- EIN
- 82-3486465
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, OR
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $5,368,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240814124647NAL0011762481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,368,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,368,462
- Net assets (BOY)
- $4,667,163
Income & contributions
- Employer contributions
- $75,088
- Participant contributions
- $448,122
- Total contributions
- $523,346
- Total income / additions
- $1,127,095
Expenses & distributions
- Benefits paid
- $398,269
- Administrative expenses
- $27,527
- Total expenses
- $425,796
- Net increase / (decrease)
- $701,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zuna, LLC | INVESTMENT ADVISOR | $12,569 | not reported in the loaded dataset | 2023 |
| Prime Pensions Northwest LLC | TPA | $0 | $10,419 | 2023 |
| Stancorp Financial Group | RECORDKEEPER | $1,165 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $370 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A & M Transport, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Glendale, OR
- Zuna, LLC — Schedule C compensation
- Prime Pensions Northwest LLC — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation