2023 Form 5500 filing — Advanced Management Strategies Group Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240515203729NAL0067815650001) for Advanced Management Strategies Group Retirement Savings Plan, reported by Advanced Management Strategies Group, Inc. under EIN 26-2821701 and plan number 001. It reports 114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240515203729NAL0067815650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Management Strategies Group, Inc.
- EIN
- 26-2821701
- Plan number
- 001
- Location
- Dumfries, VA
- Participants
- 114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $118,634
- Benefits paid
- $127,365
- Administrative expenses
- $7,133
- Total expenses
- $134,498
- Net increase / (decrease)
- -$15,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $6,152 | not reported in the loaded dataset |