2023 Form 5500 filing — Amundi Us, Inc. Retirement Benefit 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 20240903103559NAL0010506611001) for Amundi Us, Inc. Retirement Benefit Plan, reported by Amundi Us, Inc. under EIN 13-5657669 and plan number 001. It reports 748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$124.9MReported net assets$124,880,731
Participants748
Provider compensation$65.3K1 Schedule C row(s)$65,326
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240903103559NAL0010506611001
Plan sponsor
Amundi Us, Inc.
EIN
13-5657669
Plan number
001
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$124.9M total assets
Net assets$124.9MLiabilities$0
Money in vs. money out
Total income / additions$23.2M
Total expenses$7.5M
Benefits paid / distributions$7.1M
Contributions
Employer$7.9M
Participant$0
Full reported line items
Total assets (EOY)
$124,880,731
Total liabilities (EOY)
$0
Net assets (EOY)
$124,880,731
Employer contributions
$7,919,363
Participant contributions
$0
Total income / additions
$23,190,692
Benefits paid
$7,127,519
Administrative expenses
$340,106
Total expenses
$7,467,625
Net increase / (decrease)
$15,723,067
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $65.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903103559NAL0010506611001 cover?
It is the 2023 Form 5500 filing for Amundi Us, Inc. Retirement Benefit Plan, reported by Amundi Us, Inc. (EIN 13-5657669).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages