2023 Form 5500 filing — Awi Management Corporation 401(K) 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 20240808114928NAL0005004129001) for Awi Management Corporation 401(K) Plan, reported by Awi Management Corporation under EIN 20-8570246 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808114928NAL0005004129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Awi Management Corporation
- EIN
- 20-8570246
- Plan number
- 001
- Location
- Auburn, CA
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,416,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,416,458
- Employer contributions
- $24,473
- Participant contributions
- $300,067
- Total income / additions
- $740,544
- Benefits paid
- $105,304
- Administrative expenses
- $17,819
- Total expenses
- $123,123
- Net increase / (decrease)
- $617,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $15,795 | $0 |
| Ameritas Investment Corp | BROKER/ADVISOR | $0 | $11,126 |
| Atteberry/Searle, Inc. | CONTRACT ADMIN | $1,045 | $3,014 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $979 | not reported in the loaded dataset |