Amico Holding Company 401(K) Plan — Form 5500 plan (Amico Holding Company, 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, Amico Holding Company 401(K) Plan is a benefit plan reported by Amico Holding Company, Inc. under EIN 27-5247345 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $20,944,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amico Holding Company, Inc.
- EIN
- 27-5247345
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $20,944,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241007084503NAL0031275362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,944,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,944,109
- Net assets (BOY)
- $17,328,014
Income & contributions
- Employer contributions
- $731,840
- Participant contributions
- $1,406,849
- Total contributions
- $2,434,333
- Total income / additions
- $5,578,124
Expenses & distributions
- Benefits paid
- $1,892,071
- Administrative expenses
- $69,958
- Total expenses
- $1,962,029
- Net increase / (decrease)
- $3,616,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Retirement Services | ADVISOR | $33,572 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $30,888 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,498 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amico Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Alliant Retirement Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation