2023 Form 5500 filing — Association Management Resources Inc. 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 20250129082226NAL0028509458001) for Association Management Resources Inc. 401(K) Retirement Plan, reported by Association Management Resources, Inc. under EIN 31-1530557 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129082226NAL0028509458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Association Management Resources, Inc.
- EIN
- 31-1530557
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,380,426
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,380,426
- Employer contributions
- $203,158
- Participant contributions
- $608,318
- Total income / additions
- $1,910,917
- Benefits paid
- $599,412
- Administrative expenses
- $45,727
- Total expenses
- $645,139
- Net increase / (decrease)
- $1,265,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcf Advisors | NONE | $40,944 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $2,908 | $270 |
| Pension Corporation Of America | NONE | $1,875 | not reported in the loaded dataset |