2023 Form 5500 filing — Amtex Supply Holdings, Inc. Retirement Plan & Trust
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 20240918052653NAL0002363491001) for Amtex Supply Holdings, Inc. Retirement Plan & Trust, reported by Amtex Supply Holdings, Inc. under EIN 82-3729171 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918052653NAL0002363491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amtex Supply Holdings, Inc.
- EIN
- 82-3729171
- Plan number
- 001
- Location
- Vernon Hills, IL
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,587,054
- Total liabilities (EOY)
- $4,463
- Net assets (EOY)
- $22,582,591
- Employer contributions
- $336,080
- Participant contributions
- $1,357,545
- Total income / additions
- $5,241,987
- Benefits paid
- $2,367,763
- Administrative expenses
- $49,807
- Total expenses
- $2,482,790
- Net increase / (decrease)
- $2,759,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Inc. | BROKER | $40,270 | $0 |
| Adp, Inc. | RECORD KEEPER | $9,536 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |