Amikids, Inc. Money Purchase Pension Plan — Form 5500 plan (Amikids, 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, Amikids, Inc. Money Purchase Pension Plan is a benefit plan reported by Amikids, Inc. under EIN 23-7440836 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $24,274,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amikids, Inc.
- EIN
- 23-7440836
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $24,274,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20250415113228NAL0003270209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,274,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,274,355
- Net assets (BOY)
- $22,061,251
Income & contributions
- Employer contributions
- $1,572,531
- Total contributions
- $1,572,531
- Total income / additions
- $4,198,001
Expenses & distributions
- Benefits paid
- $1,909,036
- Administrative expenses
- $75,861
- Total expenses
- $1,984,897
- Net increase / (decrease)
- $2,213,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Advisors, LLC | N/A | $51,077 | not reported in the loaded dataset | 2023 |
| Aspire Financial | N/A | $22,817 | not reported in the loaded dataset | 2023 |
| Ascensus | N/A | $18,396 | not reported in the loaded dataset | 2023 |
| Carr, Riggs, Ingram, LLC | N/A | $0 | not reported in the loaded dataset | 2023 |
| Hill, Ward & Henderson, P.A. | N/A | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amikids, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Captrust Advisors, LLC — Schedule C compensation
- Aspire Financial — Schedule C compensation
- Ascensus — Schedule C compensation
- Carr, Riggs, Ingram, LLC — Schedule C compensation
- Hill, Ward & Henderson, P.A. — Schedule C compensation