Amigos Development Corporation 401(K) Plan — Form 5500 plan (Amigos Development Corporation)
Plain-English plan 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, Amigos Development Corporation 401(K) Plan is a benefit plan reported by Amigos Development Corporation under EIN 01-0557729 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,931 participants and $19,860,829 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$19.9MPlan net assets, end of year$19,860,829
Participants1.9KCovered participants reported1,931
Assets / participant$10.3KComputed: assets ÷ participants$10,285 (computed)
Provider compensation$72.2K4 Schedule C provider row(s)$72,220
- Plan sponsor
- Amigos Development Corporation
- EIN
- 01-0557729
- Plan number
- 001
- Plan type
- 2
- Location
- Norco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,931 | H, C | 20241205150932NAL0008633936001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$19.9M total assets
Net assets$19.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $19,860,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,860,829
- Net assets (BOY)
- $16,798,717
Income & contributions
- Employer contributions
- $626,288
- Participant contributions
- $1,593,674
- Total contributions
- $2,219,962
- Total income / additions
- $4,411,611
Expenses & distributions
- Benefits paid
- $1,155,528
- Administrative expenses
- $71,371
- Total expenses
- $1,349,499
- Net increase / (decrease)
- $3,062,112
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amigos Development Corp Dba Amigos | OTHER | $29,605 | $0 | 2023 |
| Empower Advisory Group LLC | RECORDKEEPER | $27,415 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $7,988 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $7,212 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amigos Development Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Norco, CA
- Amigos Development Corp Dba Amigos — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation