2023 Form 5500 filing — Amend Consulting LLC 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 20241010080425NAL0020675137001) for Amend Consulting LLC 401(K) Plan, reported by Amend Consulting LLC under EIN 20-2690905 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010080425NAL0020675137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amend Consulting LLC
- EIN
- 20-2690905
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,258,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,258,371
- Employer contributions
- $384,890
- Participant contributions
- $868,231
- Total income / additions
- $2,284,138
- Benefits paid
- $137,966
- Administrative expenses
- $36,459
- Total expenses
- $174,425
- Net increase / (decrease)
- $2,109,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors, LLC | INVESTMENT ADVISOR | $22,097 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,020 | $0 |
| Creative Retirement Systems, Inc. | CONTRACT ADMIN | $600 | $4,721 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $742 | not reported in the loaded dataset |