Amego, Inc. 403(B) Plan — Form 5500 plan (Amego, 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, Amego, Inc. 403(B) Plan is a benefit plan reported by Amego, Inc. under EIN 23-7131690 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,058 participants and $13,278,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amego, Inc.
- EIN
- 23-7131690
- Plan number
- 001
- Plan type
- 2
- Location
- Attleboro, MA
- Latest filing year
- 2023
- Participants
- 1,058
- End-of-year plan assets
- $13,278,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,058 | H, C | 20240926143914NAL0001460992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,278,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,278,306
- Net assets (BOY)
- $9,598,096
Income & contributions
- Employer contributions
- $474,415
- Participant contributions
- $2,328,510
- Total contributions
- $2,936,862
- Total income / additions
- $4,611,700
Expenses & distributions
- Benefits paid
- $822,270
- Administrative expenses
- $102,361
- Total expenses
- $931,490
- Net increase / (decrease)
- $3,680,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | BROKER/ADVISER | $36,513 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $10,600 | $10,429 | 2023 |
| Empower Annuity Inc Co Of America | RECORDKEEPER | $16,879 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amego, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Attleboro, MA
- Commonwealth Financial Network — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Empower Annuity Inc Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation