A.M.A. Nantucket, Inc. 401(K) Plan — Form 5500 plan (A.M.A. Nantucket, 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, A.M.A. Nantucket, Inc. 401(K) Plan is a benefit plan reported by A.M.A. Nantucket, Inc. under EIN 04-2994209 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $12,869,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.M.A. Nantucket, Inc.
- EIN
- 04-2994209
- Plan number
- 001
- Plan type
- 2
- Location
- Nantucket, MA
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $12,869,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20240909101745NAL0005373361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,869,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,869,821
- Net assets (BOY)
- $10,711,572
Income & contributions
- Employer contributions
- $258,267
- Participant contributions
- $736,735
- Total contributions
- $995,002
- Total income / additions
- $2,855,873
Expenses & distributions
- Benefits paid
- $627,301
- Administrative expenses
- $64,677
- Total expenses
- $697,624
- Net increase / (decrease)
- $2,158,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life | INVESTMENT ADVISOR | $40,002 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,732 | $0 | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $0 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,846 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.M.A. Nantucket, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Nantucket, MA
- Massachusetts Mutual Life — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation