2023 Form 5500 filing — Amsi 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 20241013200942NAL0026204161001) for Amsi 401(K) Plan, reported by Amsi under EIN 59-2926481 and plan number 001. It reports 13,475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013200942NAL0026204161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amsi
- EIN
- 59-2926481
- Plan number
- 001
- Location
- West Palm Beach, FL
- Participants
- 13,475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $326,409,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $326,409,503
- Employer contributions
- $10,226,823
- Participant contributions
- $36,497,273
- Total income / additions
- $95,149,117
- Benefits paid
- $25,201,281
- Administrative expenses
- $1,048,827
- Total expenses
- $26,574,296
- Net increase / (decrease)
- $68,574,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $837,877 | $0 |
| Aprio Llp | NONE | $122,750 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $80,000 | not reported in the loaded dataset |