Amr Resources 401(K) Plan — Form 5500 plan (Amr Resources, 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, Amr Resources 401(K) Plan is a benefit plan reported by Amr Resources, LLC under EIN 87-4423304 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $4,315,408 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amr Resources, LLC
EIN
87-4423304
Plan number
001
Plan type
2
Location
Marietta, GA
Latest filing year
2023
Participants
313
End-of-year plan assets
$4,315,408

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20250407140541NAL0009338355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,315,408
Total liabilities (EOY)
$8,340
Net assets (EOY)
$4,307,068
Net assets (BOY)
$3,291,994

Income & contributions

Employer contributions
$140,528
Participant contributions
$537,692
Total contributions
$900,028
Total income / additions
$1,569,897

Expenses & distributions

Benefits paid
$1,258,107
Administrative expenses
$65,618
Total expenses
$1,385,512
Net increase / (decrease)
$184,385

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$20,457$02023
Osaic Wealth IncINVESTMENT ADVISOR$13,636not reported in the loaded dataset2023
Seay & Weissinger LLCOTHER$13,000not reported in the loaded dataset2023

Related Form 5500 pages