Plan5500

Amount 401(K) Plan — Form 5500 plan (Amount, 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, Amount 401(K) Plan is a benefit plan reported by Amount, Inc. under EIN 83-3090819 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $27,672,145 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amount, Inc.
EIN
83-3090819
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
609
End-of-year plan assets
$27,672,145

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023609H, C20240918132052NAL0002594259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,672,145
Total liabilities (EOY)
$0
Net assets (EOY)
$27,672,145
Net assets (BOY)
$24,636,764

Income & contributions

Employer contributions
$1,214,977
Participant contributions
$2,523,729
Total contributions
$3,803,189
Total income / additions
$8,689,561

Expenses & distributions

Benefits paid
$5,584,848
Administrative expenses
$65,305
Total expenses
$5,654,180
Net increase / (decrease)
$3,035,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forest Capital Management.NONE$41,417not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$23,888$02023

Related Form 5500 pages