Amtex Supply Holdings, Inc. Retirement Plan & Trust — Form 5500 plan (Amtex Supply Holdings, 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, Amtex Supply Holdings, Inc. Retirement Plan & Trust is a benefit plan reported by Amtex Supply Holdings, Inc. under EIN 82-3729171 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $22,587,054 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amtex Supply Holdings, Inc.
EIN
82-3729171
Plan number
001
Plan type
2
Location
Vernon Hills, IL
Latest filing year
2023
Participants
338
End-of-year plan assets
$22,587,054

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023338H, C20240918052653NAL0002363491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,587,054
Total liabilities (EOY)
$4,463
Net assets (EOY)
$22,582,591
Net assets (BOY)
$19,823,394

Income & contributions

Employer contributions
$336,080
Participant contributions
$1,357,545
Total contributions
$2,357,413
Total income / additions
$5,241,987

Expenses & distributions

Benefits paid
$2,367,763
Administrative expenses
$49,807
Total expenses
$2,482,790
Net increase / (decrease)
$2,759,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Inc.BROKER$40,270$02023
Adp, Inc.RECORD KEEPER$9,536$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages