Amcon Distributing Company Profit Sharing Plan — Form 5500 plan (Amcon Distributing Company)
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, Amcon Distributing Company Profit Sharing Plan is a benefit plan reported by Amcon Distributing Company under EIN 47-0702918 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,266 participants and $68,336,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amcon Distributing Company
- EIN
- 47-0702918
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 1,266
- End-of-year plan assets
- $68,336,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,266 | H, C | 20241011110559NAL0038520416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,336,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,336,307
- Net assets (BOY)
- $52,789,202
Income & contributions
- Employer contributions
- $1,500,852
- Participant contributions
- $3,121,013
- Total contributions
- $12,377,821
- Total income / additions
- $20,828,079
Expenses & distributions
- Benefits paid
- $5,155,756
- Administrative expenses
- $124,345
- Total expenses
- $5,280,974
- Net increase / (decrease)
- $15,547,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124,344 | $0 | 2023 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $2,870 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amcon Distributing Company
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Principal Life Insurance Company — Schedule C compensation
- Mml Insurance Agency LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation