Aam, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Aam. 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, Aam, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Aam. LLC under EIN 42-1683910 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,077 participants and $21,756,624 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aam. LLC
EIN
42-1683910
Plan number
001
Plan type
2
Location
Tempe, AZ
Latest filing year
2023
Participants
1,077
End-of-year plan assets
$21,756,624

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,077H, C20240723180509NAL0011839329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,756,624
Total liabilities (EOY)
$0
Net assets (EOY)
$21,756,624
Net assets (BOY)
$17,637,502

Income & contributions

Employer contributions
$470,437
Participant contributions
$2,890,442
Total contributions
$3,656,775
Total income / additions
$6,717,969

Expenses & distributions

Benefits paid
$2,520,483
Administrative expenses
$78,364
Total expenses
$2,598,847
Net increase / (decrease)
$4,119,122

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$78,364$02023
Wells Fargo Advisors Fin NetworkINVESTMENT ADVISORY$0$20,0002023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages