Plan5500

Ami Holdings, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ami Holdings, LLC (EIN 58-2668878) is a plan sponsor located in Santa Monica, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-2668878
Location
Santa Monica, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ami Holdings, LLC

  • 2 loaded plans hold $7.7M in reported assets.
  • The largest, Ami Holdings, LLC 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 55 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.6MSummed across loaded plans$7,629,520
Total reported assets$7.7M$7,664,762
Total reported participants55
Total reported liabilities$35.2K$35,242

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.6MLiabilities$35.2K
Contributions & income
Employer contributions$315K
Participant contributions$251.5K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$211.3K
Total expenses$212.2K
Net increase / (decrease)$957.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ami Holdings, LLC 401(K) Profit Sharing Plan
Participants per plan28Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ami Holdings, LLC 401(K) Profit Sharing Plan$7.6M
    Plan #001 · 38 participants · 2023
  2. 2
    Ami Holdings, LLC - Flexible Benefits Time$36.7K
    Plan #502 · 17 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ami Holdings, LLC. Open one for its full reported snapshot.

  1. 2023
    Ami Holdings, LLC 401(K) Profit Sharing Plan38 participants · 2Sch I
    View filing →
  2. 2023
    Ami Holdings, LLC - Flexible Benefits Time17 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ami Holdings, LLC report on Form 5500?
Ami Holdings, LLC (EIN 58-2668878) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ami Holdings, LLC?
The Employer Identification Number (EIN) reported for Ami Holdings, LLC is 58-2668878.
What is the latest Form 5500 filing year for Ami Holdings, LLC?
The latest loaded Form 5500 filing year for Ami Holdings, LLC is 2023.

Related Form 5500 pages