Retirement plan

AMA, INC. 401(K) PROFIT SHARING PLAN

Name: AMA, INC. - AMA, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: AMA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMA, INC. 401(K) PROFIT SHARING PLAN, AMA, INC.

AMA, INC.EIN 39-1337741Plan #001PY 2023

710 LOMBARDI AVENUE - GREEN BAY, WI 54304920-494-5952

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.8M

+21.1% from 2022

Total participants

+20.0% from 2022

Average account balance

$188,901

+0.9% from 2022

Annual return

15.01%

+33.91 pp from 2022

Benchmarks

See 18,059 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,059 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$10.45M

Not enough data

1 years with asset history on file

Average account balance

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

$261K

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.

137.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$398K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2613

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2J2T3D3H

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$39K

$1399 / participant

Other / not subdivided$39K100.0%

% of EOY assets

0.576%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$188,901

$73,933+155.5%

$96,683+95.4%

$75,163+151.3%

Participation rate

100.0%

66.4%+33.6pp

74.3%+25.7pp

67.2%+32.8pp

Annual return

15.01%

26.70%-11.7pp

35.69%-20.7pp

160.62%-145.6pp

Employer contribution / active EE

$6,469

$2,928+121.0%

$3,737+73.1%

$2,670+142.3%

Participant deferral / active EE

$5,712

$3,659+56.1%

$4,878+17.1%

$4,125+38.5%

Admin fee / account holder

$1,088

$5,216-79.1%

$6,730-83.8%

$5,651-80.7%

AMA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMA, INC. 401(K) 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