Plan5500

Ams 401(K) Plan — Form 5500 plan (Ams Impact Group, 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, Ams 401(K) Plan is a benefit plan reported by Ams Impact Group, LLC under EIN 82-5192311 and plan number 001. The latest loaded filing year is 2023. The filing reports 921 participants and $8,598,191 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.6MPlan net assets, end of year$8,598,191
Participants921Covered participants reported
Assets / participant$9.3KComputed: assets ÷ participants$9,336 (computed)
Provider compensation$40.8K2 Schedule C provider row(s)$40,811
Plan sponsor
Ams Impact Group, LLC
EIN
82-5192311
Plan number
001
Plan type
2
Location
Tempe, AZ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    921 participants · 2Sch HSch C
    View filing →
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)$8.6M total assets
Net assets$8.6MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$1.3M
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$8,598,191
Total liabilities (EOY)
$0
Net assets (EOY)
$8,598,191
Net assets (BOY)
$5,796,628

Income & contributions

Employer contributions
$1,337,382
Participant contributions
$1,958,477
Total contributions
$3,337,880
Total income / additions
$4,520,685

Expenses & distributions

Benefits paid
$1,676,371
Administrative expenses
$40,812
Total expenses
$1,719,122
Net increase / (decrease)
$2,801,563
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 41%Participant 59%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wells Fargo Advisors Financial Netw$21.8K
    INVESTMENT/FINANCIAL ADVI · Direct $21.8K · Indirect $0
  2. 2
    Adp, Inc.$19K
    RECORD KEEPER · Direct $19K · Indirect $0

Related Form 5500 pages