Amanti Employee Retirement Plan — Form 5500 plan (E. Amanti & Sons, 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, Amanti Employee Retirement Plan is a benefit plan reported by E. Amanti & Sons, Inc. under EIN 04-2326673 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $15,855,292 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E. Amanti & Sons, Inc.
EIN
04-2326673
Plan number
001
Plan type
2
Location
Salem, MA
Latest filing year
2023
Participants
147
End-of-year plan assets
$15,855,292

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20240715082113NAL0000688115002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,855,292
Net assets (EOY)
$15,855,292
Net assets (BOY)
$12,767,074

Income & contributions

Participant contributions
$1,351,042
Total contributions
$1,351,042
Total income / additions
$3,571,457

Expenses & distributions

Benefits paid
$417,129
Administrative expenses
$66,110
Total expenses
$483,239
Net increase / (decrease)
$3,088,218

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rpw Solutions LLCTPA / ADVISOR$27,623$02023
NationwideCUSTODIAN$24,458$02023
Global Retirement Partners LLCADVISOR$14,029$02023

Related Form 5500 pages