Amg Vanadium LLC 401(K) And Profit Sharing Plan — Form 5500 plan (Amg Vanadium LLC)
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, Amg Vanadium LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Amg Vanadium LLC under EIN 20-2931565 and plan number 003. The latest loaded filing year is 2023. The filing reports 157 participants and $13,459,328 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.5MPlan net assets, end of year$13,459,328
Participants157Covered participants reported
Assets / participant$85.7KComputed: assets ÷ participants$85,728 (computed)
Provider compensation$17K3 Schedule C provider row(s)$16,988
- Plan sponsor
- Amg Vanadium LLC
- EIN
- 20-2931565
- Plan number
- 003
- Plan type
- 2
- Location
- Wayne, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241013102010NAL0012388115001 |
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)$13.5M total assets
Net assets$13.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,459,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,459,328
- Net assets (BOY)
- $11,158,625
Income & contributions
- Employer contributions
- $725,478
- Participant contributions
- $801,111
- Total contributions
- $1,537,894
- Total income / additions
- $3,905,395
Expenses & distributions
- Benefits paid
- $1,587,704
- Administrative expenses
- $16,988
- Total expenses
- $1,604,692
- Net increase / (decrease)
- $2,300,703
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.
48%52%
Employer 48%Participant 52%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $14,382 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,606 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |