2023 Form 5500 filing — Amesbury Group, Inc. Retirement Savings 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 20241011153142NAL0022233873001) for Amesbury Group, Inc. Retirement Savings Plan, reported by Amesbury Group, Inc. under EIN 04-2749818 and plan number 003. It reports 1,997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153142NAL0022233873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amesbury Group, Inc.
- EIN
- 04-2749818
- Plan number
- 003
- Location
- Sioux Falls, SD
- Participants
- 1,997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,155,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,155,277
- Employer contributions
- $2,326,048
- Participant contributions
- $6,051,899
- Total income / additions
- $30,601,268
- Benefits paid
- $16,989,902
- Administrative expenses
- $227,277
- Total expenses
- $17,227,343
- Net increase / (decrease)
- $13,373,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $227,277 | $9,469 |
| Commonwealth Financial Network | INVESTMENT MANAGEMENT | $0 | $28,898 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |