Sam Ash Music Corporation 401(K) Savings And Retirement Plan — Form 5500 plan (Sam Ash Music Corporation)
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, Sam Ash Music Corporation 401(K) Savings And Retirement Plan is a benefit plan reported by Sam Ash Music Corporation under EIN 11-2313915 and plan number 003. The latest loaded filing year is 2023. The filing reports 981 participants and $39,936,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sam Ash Music Corporation
- EIN
- 11-2313915
- Plan number
- 003
- Plan type
- 2
- Location
- Hicksville, NY
- Latest filing year
- 2023
- Participants
- 981
- End-of-year plan assets
- $39,936,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 981 | H, C | 20241016131341NAL0053250720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,936,754
- Total liabilities (EOY)
- $35,875
- Net assets (EOY)
- $39,900,879
- Net assets (BOY)
- $35,566,773
Income & contributions
- Participant contributions
- $1,730,915
- Total contributions
- $1,742,443
- Total income / additions
- $7,677,421
Expenses & distributions
- Benefits paid
- $3,155,897
- Administrative expenses
- $186,409
- Total expenses
- $3,343,315
- Net increase / (decrease)
- $4,334,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $95,452 | $0 | 2023 |
| Mmc Securites Corp | RETAINED BY EMPLOYER | $52,659 | not reported in the loaded dataset | 2023 |
| Bdo Usa, Llp | RETAINED BY EMPLOYER | $33,298 | not reported in the loaded dataset | 2023 |
| Compass Advisors | RETAINED BY EMPLOYER | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sam Ash Music Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hicksville, NY
- John Hancock Retirement Plan Srvcs — Schedule C compensation
- Mmc Securites Corp — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation
- Compass Advisors — Schedule C compensation