Ammo Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ammo 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, Ammo Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ammo Inc under EIN 30-0957912 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $7,153,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ammo Inc
- EIN
- 30-0957912
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $7,153,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20241014125236NAL0013306595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,153,200
- Net assets (EOY)
- $7,153,200
- Net assets (BOY)
- $2,818,848
Income & contributions
- Employer contributions
- $404,542
- Participant contributions
- $805,551
- Total contributions
- $1,210,093
- Total income / additions
- $1,947,190
Expenses & distributions
- Benefits paid
- $602,907
- Total expenses
- $602,907
- Net increase / (decrease)
- $1,344,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hunnex And Shoemaker Inc. | CONTRACT ADMIN | $21,721 | $16,653 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $8,545 | $0 | 2023 |
| Interocean Capital LLC | INVESTMENT ADVISOR | $5,686 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $28 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ammo Inc
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Hunnex And Shoemaker Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Interocean Capital LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation