Allied Mineral Products 401(K) Plan — Form 5500 plan (Allied Mineral Products Holding 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, Allied Mineral Products 401(K) Plan is a benefit plan reported by Allied Mineral Products Holding Inc under EIN 84-3394646 and plan number 004. The latest loaded filing year is 2023. The filing reports 572 participants and $12,542,905 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.5MPlan net assets, end of year$12,517,085
Participants572Covered participants reported
Assets / participant$21.9KComputed: assets ÷ participants$21,928 (computed)
Provider compensation$42.5K3 Schedule C provider row(s)$42,491
Plan sponsor
Allied Mineral Products Holding Inc
EIN
84-3394646
Plan number
004
Plan type
2
Location
Columbus, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023572H, C20250114125713NAL0031724384001
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)$12.5M total assets
Net assets$12.5MLiabilities$25.8K
Money in vs. money out
Total income / additions$4M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
EmployerNot reported
Participant$978.8K
Full reported line items

Net assets

Total assets (EOY)
$12,542,905
Total liabilities (EOY)
$25,820
Net assets (EOY)
$12,517,085
Net assets (BOY)
$10,145,977

Income & contributions

Participant contributions
$978,810
Total contributions
$2,399,310
Total income / additions
$4,013,572

Expenses & distributions

Benefits paid
$1,600,030
Administrative expenses
$42,434
Total expenses
$1,642,464
Net increase / (decrease)
$2,371,108
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.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart Financial Group, Inc.INVESTMENT ADVISOR$25,366not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$16,725$02023
Qdro Consultants Company, LLCCONTRACT ADMIN$400not reported in the loaded dataset2023

Related Form 5500 pages