Amplifon (Usa), Inc. Incentive Savings Plan — Form 5500 plan (Amplifon (Usa), 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, Amplifon (Usa), Inc. Incentive Savings Plan is a benefit plan reported by Amplifon (Usa), Inc. under EIN 41-1958972 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,230 participants and $41,576,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amplifon (Usa), Inc.
- EIN
- 41-1958972
- Plan number
- 002
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 1,230
- End-of-year plan assets
- $41,576,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,230 | H, C | 20240913152920NAL0010104625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,576,896
- Total liabilities (EOY)
- $31,934
- Net assets (EOY)
- $41,544,962
- Net assets (BOY)
- $32,314,932
Income & contributions
- Employer contributions
- $2,767,989
- Participant contributions
- $4,948,021
- Total contributions
- $8,111,885
- Total income / additions
- $13,865,838
Expenses & distributions
- Benefits paid
- $4,432,293
- Administrative expenses
- $203,515
- Total expenses
- $4,635,808
- Net increase / (decrease)
- $9,230,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $124,578 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,512 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,425 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amplifon (Usa), Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation