Amerex Corporation 401(K) Savings Plan — Form 5500 plan (Amerex Corporation)
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, Amerex Corporation 401(K) Savings Plan is a benefit plan reported by Amerex Corporation under EIN 63-0595141 and plan number 002. The latest loaded filing year is 2023. The filing reports 622 participants and $47,919,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amerex Corporation
- EIN
- 63-0595141
- Plan number
- 002
- Plan type
- 2
- Location
- Trussville, AL
- Latest filing year
- 2023
- Participants
- 622
- End-of-year plan assets
- $47,919,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 622 | H, C | 20240523100331NAL0005171137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,919,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,919,769
- Net assets (BOY)
- $43,978,643
Income & contributions
- Employer contributions
- $1,129,976
- Participant contributions
- $2,267,468
- Total contributions
- $3,471,838
- Total income / additions
- $11,276,406
Expenses & distributions
- Benefits paid
- $7,275,216
- Administrative expenses
- $59,147
- Total expenses
- $7,334,363
- Net increase / (decrease)
- $3,942,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smit | CONSULTANT | $40,840 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,738 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,569 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amerex Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Trussville, AL
- Merrill Lynch Pierce Fenner & Smit — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation