Ams Retail Solutions 401(K) Plan — Form 5500 plan (American Merchandising Specialists, 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, Ams Retail Solutions 401(K) Plan is a benefit plan reported by American Merchandising Specialists, Inc. under EIN 91-1951517 and plan number 002. The latest loaded filing year is 2023. The filing reports 252 participants and $4,682,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Merchandising Specialists, Inc.
- EIN
- 91-1951517
- Plan number
- 002
- Plan type
- 2
- Location
- Mooresville, NC
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $4,682,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20240911133416NAL0004298499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,682,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,682,504
- Net assets (BOY)
- $4,088,020
Income & contributions
- Employer contributions
- $341
- Participant contributions
- $373,494
- Total contributions
- $373,835
- Total income / additions
- $1,009,906
Expenses & distributions
- Benefits paid
- $384,487
- Administrative expenses
- $30,935
- Total expenses
- $415,422
- Net increase / (decrease)
- $594,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,059 | $0 | 2023 |
| Wintrust Investments LLC | FINANCIAL ADVISOR | $12,488 | not reported in the loaded dataset | 2023 |
| Gilliam Bell Moser Llp | THIRD PARTY ADMINISTRATOR | $1,050 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Merchandising Specialists, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Mooresville, NC
- Empower Annuity Insurance Company — Schedule C compensation
- Wintrust Investments LLC — Schedule C compensation
- Gilliam Bell Moser Llp — Schedule C compensation