2023 Form 5500 filing — Amwins Group, Inc. 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 20241013182248NAL0044138928001) for Amwins Group, Inc. 401(K) Plan, reported by Amwins Group, Inc. under EIN 13-4009411 and plan number 001. It reports 6,604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013182248NAL0044138928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amwins Group, Inc.
- EIN
- 13-4009411
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 6,604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $692,897,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $692,897,653
- Employer contributions
- $15,031,163
- Participant contributions
- $52,295,205
- Total income / additions
- $190,348,678
- Benefits paid
- $41,189,660
- Administrative expenses
- $703,720
- Total expenses
- $41,936,264
- Net increase / (decrease)
- $148,412,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $326,208 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $297,621 | not reported in the loaded dataset |
| Creative Planning, LLC | INVESTMENT ADVISOR | $63,191 | not reported in the loaded dataset |
| Bernard Robinson & Company Llp | ACCOUNTANT/AUDITOR | $16,700 | not reported in the loaded dataset |