2023 Form 5500 filing — Asset Marketing Services 401(K) Retirement 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 20241015141228NAL0028719377001) for Asset Marketing Services 401(K) Retirement Plan, reported by Ams Holdings, LLC under EIN 26-4713528 and plan number 001. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141228NAL0028719377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ams Holdings, LLC
- EIN
- 26-4713528
- Plan number
- 001
- Location
- Eagan, MN
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,031,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,031,211
- Employer contributions
- $197,757
- Participant contributions
- $2,151,847
- Total income / additions
- $5,616,142
- Benefits paid
- $1,544,927
- Administrative expenses
- $62,669
- Total expenses
- $1,607,596
- Net increase / (decrease)
- $4,008,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc | RECORD KEEPER | $20,631 | $0 |
| American Funds | NONE | $0 | $0 |
| Eagle Asset | NONE | $0 | $0 |
| Wells Fargo Advisors | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| American Century Investment | NONE | $0 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Baird | NONE | $0 | $0 |