Analytical Mechanics Associates 401k Plan — Form 5500 plan (Analytical Mechanics Associates, 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, Analytical Mechanics Associates 401k Plan is a benefit plan reported by Analytical Mechanics Associates, Inc under EIN 11-1999848 and plan number 003. The latest loaded filing year is 2023. The filing reports 576 participants and $72,241,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Analytical Mechanics Associates, Inc
- EIN
- 11-1999848
- Plan number
- 003
- Plan type
- 2
- Location
- Hampton, VA
- Latest filing year
- 2023
- Participants
- 576
- End-of-year plan assets
- $72,241,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 576 | H, C | 20241015092300NAL0056771810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,241,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,241,678
- Net assets (BOY)
- $58,610,116
Income & contributions
- Employer contributions
- $1,802,000
- Participant contributions
- $4,830,521
- Total contributions
- $7,926,602
- Total income / additions
- $18,887,768
Expenses & distributions
- Benefits paid
- $5,104,568
- Administrative expenses
- $151,638
- Total expenses
- $5,256,206
- Net increase / (decrease)
- $13,631,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One Digital Investment Advisors | NONE | $71,868 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $68,744 | $0 | 2023 |
| Nextcapital Group, Inc. | NONE | $11,021 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | NONE | $5 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Analytical Mechanics Associates, Inc
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Hampton, VA
- One Digital Investment Advisors — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Nextcapital Group, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation