2023 Form 5500 filing — Amcon Distributing Company Profit Sharing 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 20241011110559NAL0038520416001) for Amcon Distributing Company Profit Sharing Plan, reported by Amcon Distributing Company under EIN 47-0702918 and plan number 001. It reports 1,266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110559NAL0038520416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amcon Distributing Company
- EIN
- 47-0702918
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 1,266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,336,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,336,307
- Employer contributions
- $1,500,852
- Participant contributions
- $3,121,013
- Total income / additions
- $20,828,079
- Benefits paid
- $5,155,756
- Administrative expenses
- $124,345
- Total expenses
- $5,280,974
- Net increase / (decrease)
- $15,547,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124,344 | $0 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $2,870 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |