Retirement plan

AMF SALES & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN

Name: AMF SALES & ASSOCIATES, INC. - AMF SALES & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN (2025) Form 5500
Creator: AMF SALES & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMF SALES & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN, AMF SALES & ASSOCIATES, INC.

AMF SALES & ASSOCIATES, INC.EIN 23-2852280Plan #001PY 2025

503 CORPORATE DRIVE WEST - LANGHORNE, PA 19047215-504-8111amfsales.netLinkedIn11-50 employeesretail

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.6M

-1.3% from 2024

Total participants

+60.0% from 2024

Average account balance

$278,245

-26.0% from 2024

Annual return

17.26%

+1.38 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.56M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$278K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$452K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.26%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$75798

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$68908 / participant

Other / not subdivided$2M100.0%

% of EOY assets

27.242%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$278,245

$178,174+56.2%

$156,181+78.2%

$137,256+102.7%

Participation rate

81.8%

82.0%-0.2pp

78.8%+3.0pp

80.0%+1.9pp

Annual return

17.26%

84.19%-66.9pp

64.87%-47.6pp

220.34%-203.1pp

Employer contribution / active EE

$11,018

$4,972+121.6%

$4,294+156.6%

$4,156+165.1%

Participant deferral / active EE

$9,513

$6,888+38.1%

$6,132+55.1%

$6,407+48.5%

Admin fee / account holder

$75,798

$17,404+335.5%

$14,586+419.7%

$12,270+517.7%

AMF SALES & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMF SALES & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion