2023 Form 5500 filing — American Management Association Savings & Investment 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 20241014145350NAL0026476705001) for American Management Association Savings & Investment Plan, reported by American Management Association under EIN 23-7259445 and plan number 003. It reports 320 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)$69.8MReported net assets$69,756,763

Participants320

Provider compensation$78.7K4 Schedule C row(s)$78,653

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014145350NAL0026476705001
Plan sponsor: American Management Association
EIN: 23-7259445
Plan number: 003
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$69.8M total assets

Net assets$69.8MLiabilities$0

Money in vs. money out

Total income / additions$13.6M

Total expenses$4.7M

Benefits paid / distributions$4.6M

Contributions

Employer$151.7K

Participant$828.5K

Full reported line items

Total assets (EOY): $69,756,763
Total liabilities (EOY): $0
Net assets (EOY): $69,756,763
Employer contributions: $151,652
Participant contributions: $828,464
Total income / additions: $13,621,478
Benefits paid: $4,555,413
Administrative expenses: $79,877
Total expenses: $4,651,618
Net increase / (decrease): $8,969,860

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Capfinancial Partners, LLC$55.4K
NONE · Direct $55.4K
2
Grant Thornton Llp$21K
NONE · Direct $21K
3
Fidelity Investments Institutional$2.1K
NONE · Direct $2.1K · Indirect $0
4
Tiaa$130
NONE · Direct $130 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014145350NAL0026476705001 cover?: It is the 2023 Form 5500 filing for American Management Association Savings & Investment Plan, reported by American Management Association (EIN 23-7259445).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).