2023 Form 5500 filing — Amg Vanadium LLC 401(K) And 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 20241013102010NAL0012388115001) for Amg Vanadium LLC 401(K) And Profit Sharing Plan, reported by Amg Vanadium LLC under EIN 20-2931565 and plan number 003. It reports 157 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)$13.5MReported net assets$13,459,328
Participants157
Provider compensation$17K3 Schedule C row(s)$16,988
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013102010NAL0012388115001
- Plan sponsor
- Amg Vanadium LLC
- EIN
- 20-2931565
- Plan number
- 003
- Location
- Wayne, PA
- Received date
- not reported in the loaded dataset
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)$13.5M total assets
Net assets$13.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,459,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,459,328
- Employer contributions
- $725,478
- Participant contributions
- $801,111
- Total income / additions
- $3,905,395
- Benefits paid
- $1,587,704
- Administrative expenses
- $16,988
- Total expenses
- $1,604,692
- Net increase / (decrease)
- $2,300,703
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $14,382 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,606 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |