Amesbury Group, Inc. Retirement Savings Plan — Form 5500 plan (Amesbury 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, Amesbury Group, Inc. Retirement Savings Plan is a benefit plan reported by Amesbury Group, Inc. under EIN 04-2749818 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,997 participants and $129,155,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amesbury Group, Inc.
- EIN
- 04-2749818
- Plan number
- 003
- Plan type
- 2
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 1,997
- End-of-year plan assets
- $129,155,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,997 | H, C | 20241011153142NAL0022233873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,155,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,155,277
- Net assets (BOY)
- $115,781,352
Income & contributions
- Employer contributions
- $2,326,048
- Participant contributions
- $6,051,899
- Total contributions
- $10,112,885
- Total income / additions
- $30,601,268
Expenses & distributions
- Benefits paid
- $16,989,902
- Administrative expenses
- $227,277
- Total expenses
- $17,227,343
- Net increase / (decrease)
- $13,373,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $227,277 | $9,469 | 2023 |
| Commonwealth Financial Network | INVESTMENT MANAGEMENT | $0 | $28,898 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amesbury Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Sioux Falls, SD
- Principal Life Insurance Company — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation