American Direct Procurement, LLC Salary Savings Plan — Form 5500 plan (American Direct Procurement, 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, American Direct Procurement, LLC Salary Savings Plan is a benefit plan reported by American Direct Procurement, LLC under EIN 48-1111909 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $11,536,948 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.5MPlan net assets, end of year$11,536,948
Participants289Covered participants reported
Assets / participant$39.9KComputed: assets ÷ participants$39,920 (computed)
Provider compensation$41.6K2 Schedule C provider row(s)$41,649
Plan sponsor
American Direct Procurement, LLC
EIN
48-1111909
Plan number
001
Plan type
2
Location
Lenexa, KS
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20241010134620NAL0011521171001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$256.8K
Participant$978.4K
Full reported line items

Net assets

Total assets (EOY)
$11,536,948
Total liabilities (EOY)
$0
Net assets (EOY)
$11,536,948
Net assets (BOY)
$9,614,259

Income & contributions

Employer contributions
$256,782
Participant contributions
$978,409
Total contributions
$1,420,380
Total income / additions
$3,043,891

Expenses & distributions

Benefits paid
$1,053,376
Administrative expenses
$49,406
Total expenses
$1,121,202
Net increase / (decrease)
$1,922,689
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$31,044$02023
First Interstate Bank Of CommerceADVISOR$10,605not reported in the loaded dataset2023

Related Form 5500 pages