Ameritex Pipe & Products 401(K) Plan — Form 5500 plan (Ameritex Pipe & Products 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, Ameritex Pipe & Products 401(K) Plan is a benefit plan reported by Ameritex Pipe & Products LLC under EIN 26-1600755 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $7,867,336 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.9MPlan net assets, end of year$7,867,336
Participants568Covered participants reported
Assets / participant$13.9KComputed: assets ÷ participants$13,851 (computed)
Provider compensation$51.3K3 Schedule C provider row(s)$51,313
Plan sponsor
Ameritex Pipe & Products LLC
EIN
26-1600755
Plan number
001
Plan type
2
Location
Seguin, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023568H, C20241015090303NAL0016024435001
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)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$835.8K
Benefits paid / distributions$779.2K
Contributions
Employer$540.2K
Participant$930.7K
Full reported line items

Net assets

Total assets (EOY)
$7,867,336
Total liabilities (EOY)
$0
Net assets (EOY)
$7,867,336
Net assets (BOY)
$5,787,169

Income & contributions

Employer contributions
$540,198
Participant contributions
$930,673
Total contributions
$1,833,304
Total income / additions
$2,916,015

Expenses & distributions

Benefits paid
$779,232
Administrative expenses
$51,313
Total expenses
$835,848
Net increase / (decrease)
$2,080,167
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 37%Participant 63%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$25,353$02023
Pensionmark Financial Group LLCINVESTMENT ADVISOR$24,901not reported in the loaded dataset2023
Cota Street Investment ManagementINVESTMENT MGMT$1,059not reported in the loaded dataset2023

Related Form 5500 pages