Amvc 401(K) Profit Sharing Plan — Form 5500 plan (Amvc Employee Services, 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, Amvc 401(K) Profit Sharing Plan is a benefit plan reported by Amvc Employee Services, LLC under EIN 91-2104777 and plan number 001. The latest loaded filing year is 2023. The filing reports 892 participants and $23,049,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amvc Employee Services, LLC
- EIN
- 91-2104777
- Plan number
- 001
- Plan type
- 3
- Location
- Audubon, IA
- Latest filing year
- 2023
- Participants
- 892
- End-of-year plan assets
- $23,049,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 892 | H, C | 20241004104348NAL0012112497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,049,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,049,496
- Net assets (BOY)
- $18,410,231
Income & contributions
- Employer contributions
- $638,581
- Participant contributions
- $1,811,156
- Total contributions
- $2,957,990
- Total income / additions
- $6,404,299
Expenses & distributions
- Benefits paid
- $1,701,190
- Administrative expenses
- $63,844
- Total expenses
- $1,765,034
- Net increase / (decrease)
- $4,639,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,843 | $0 | 2023 |
| Edward D. Jones & Co., L.P. | INVESTMENT ADVISORY | $0 | $34,012 | 2023 |
| Qualified Plan Consultants | OTHER SERVICES | $0 | $9,700 | 2023 |
| Wilshire Associates Inc. (Usa) | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amvc Employee Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Audubon, IA
- Principal Life Insurance Company — Schedule C compensation
- Edward D. Jones & Co., L.P. — Schedule C compensation
- Qualified Plan Consultants — Schedule C compensation
- Wilshire Associates Inc. (Usa) — Schedule C compensation
- Morningstar — Schedule C compensation