American Marketing & Publishing, L.L.C. 401(K) Plan — Form 5500 plan (American Marketing & Publishing, L.L.C.)

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 Marketing & Publishing, L.L.C. 401(K) Plan is a benefit plan reported by American Marketing & Publishing, L.L.C. under EIN 83-2820337 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $9,407,702 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.4MPlan net assets, end of year$9,407,702
Participants344Covered participants reported
Assets / participant$27.3KComputed: assets ÷ participants$27,348 (computed)
Provider compensation$60.8K2 Schedule C provider row(s)$60,780
Plan sponsor
American Marketing & Publishing, L.L.C.
EIN
83-2820337
Plan number
001
Plan type
2
Location
Dekalb, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20241015074536NAL0046946144001
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$755.7K
Benefits paid / distributions$694.9K
Contributions
Employer$96.4K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$9,407,702
Total liabilities (EOY)
$0
Net assets (EOY)
$9,407,702
Net assets (BOY)
$7,090,946

Income & contributions

Employer contributions
$96,439
Participant contributions
$1,385,981
Total contributions
$1,553,615
Total income / additions
$3,072,440

Expenses & distributions

Benefits paid
$694,904
Administrative expenses
$60,780
Total expenses
$755,684
Net increase / (decrease)
$2,316,756
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 7%Participant 93%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,202$02023
Global Retirement Partners, LLCINVESTMENT ADVISOR$23,578not reported in the loaded dataset2023

Related Form 5500 pages