2023 Form 5500 filing — Ambling Property Investments, LLC Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911091101NAL0013833906001) for Ambling Property Investments, LLC Retirement Savings Plan, reported by Ambling Property Investments, LLC under EIN 20-1317231 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911091101NAL0013833906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ambling Property Investments, LLC
- EIN
- 20-1317231
- Plan number
- 001
- Location
- Valdosta, GA
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,759,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,759,303
- Employer contributions
- $83,970
- Participant contributions
- $360,302
- Total income / additions
- $1,234,592
- Benefits paid
- $1,233,383
- Administrative expenses
- $31,307
- Total expenses
- $1,264,690
- Net increase / (decrease)
- -$30,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clements, Purvis & Stewart, Pc | ACCOUNTANT/AUDITOR | $14,500 | not reported in the loaded dataset |
| Fintrust Capital Adv Dba Fintrust | ADVISOR | $14,412 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,395 | $0 |