Amundsen Davis LLC 401(K) Salary Savings Plan — Form 5500 plan (Amundsen Davis 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, Amundsen Davis LLC 401(K) Salary Savings Plan is a benefit plan reported by Amundsen Davis LLC under EIN 36-4189382 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $126,432,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amundsen Davis LLC
- EIN
- 36-4189382
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 526
- End-of-year plan assets
- $126,432,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 526 | H, C | 20241015145428NAL0050022272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,432,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,432,751
- Net assets (BOY)
- $85,444,395
Income & contributions
- Employer contributions
- $2,991,795
- Participant contributions
- $4,439,772
- Total contributions
- $30,640,690
- Total income / additions
- $46,035,523
Expenses & distributions
- Benefits paid
- $4,839,144
- Administrative expenses
- $179,465
- Total expenses
- $5,047,167
- Net increase / (decrease)
- $40,988,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial Investment Manage | NONE | $140,542 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $48,728 | $0 | 2023 |