Amspec, LLC Retirement Savings Plan — Form 5500 plan (Amspec, 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, Amspec, LLC Retirement Savings Plan is a benefit plan reported by Amspec, LLC under EIN 22-3522064 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,098 participants and $86,192,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amspec, LLC
EIN
22-3522064
Plan number
001
Plan type
2
Location
Cranbury, NJ
Latest filing year
2023
Participants
2,098
End-of-year plan assets
$86,192,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,098H, C20240827050922NAL0010511809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,192,073
Total liabilities (EOY)
$0
Net assets (EOY)
$86,192,073
Net assets (BOY)
$65,796,364

Income & contributions

Employer contributions
$4,409,831
Participant contributions
$9,297,902
Total contributions
$15,184,021
Total income / additions
$26,170,429

Expenses & distributions

Benefits paid
$9,183,629
Administrative expenses
$251,869
Total expenses
$9,599,036
Net increase / (decrease)
$16,571,393

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$176,869$02023
Hancock Whitney BankINVESTMENT/FINANCIAL ADVI$75,000$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages