Andrews Mcmeel Universal Profit Sharing And 401(K) Plan — Form 5500 plan (Andrews Mcmeel Universal)

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, Andrews Mcmeel Universal Profit Sharing And 401(K) Plan is a benefit plan reported by Andrews Mcmeel Universal under EIN 13-2653314 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $47,042,604 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$47MPlan net assets, end of year$47,042,604
Participants277Covered participants reported
Assets / participant$169.8KComputed: assets ÷ participants$169,829 (computed)
Provider compensation$9K1 Schedule C provider row(s)$8,999
Plan sponsor
Andrews Mcmeel Universal
EIN
13-2653314
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20240821121934NAL0003931505001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$47M total assets
Net assets$47MLiabilities$0
Money in vs. money out
Total income / additions$11.8M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$479.5K
Participant$1.9M
Full reported line items

Net assets

Total assets (EOY)
$47,042,604
Total liabilities (EOY)
$0
Net assets (EOY)
$47,042,604
Net assets (BOY)
$36,481,510

Income & contributions

Employer contributions
$479,525
Participant contributions
$1,901,758
Total contributions
$3,454,978
Total income / additions
$11,789,102

Expenses & distributions

Benefits paid
$1,219,009
Administrative expenses
$8,999
Total expenses
$1,228,008
Net increase / (decrease)
$10,561,094
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 20%Participant 80%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$8,999$02023

Related Form 5500 pages