Napa Central Mn 401(K) Plan — Form 5500 plan (The Amble Group Inc)

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, Napa Central Mn 401(K) Plan is a benefit plan reported by The Amble Group Inc under EIN 03-0576250 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $2,986,325 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3MPlan net assets, end of year$2,986,325
Participants270Covered participants reported
Assets / participant$11.1KComputed: assets ÷ participants$11,060 (computed)
Provider compensation$4.6K1 Schedule C provider row(s)$4,590
Plan sponsor
The Amble Group Inc
EIN
03-0576250
Plan number
001
Plan type
2
Location
St. Cloud, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023270H, C20241011114707NAL0010878979001
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)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$808.9K
Total expenses$161.7K
Benefits paid / distributions$155.5K
Contributions
Employer$150.8K
Participant$257.2K
Full reported line items

Net assets

Total assets (EOY)
$2,986,325
Total liabilities (EOY)
$0
Net assets (EOY)
$2,986,325
Net assets (BOY)
$2,339,194

Income & contributions

Employer contributions
$150,761
Participant contributions
$257,203
Total contributions
$407,964
Total income / additions
$808,871

Expenses & distributions

Benefits paid
$155,509
Administrative expenses
$6,231
Total expenses
$161,740
Net increase / (decrease)
$647,131
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.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPER$4,590$02023

Related Form 5500 pages