2023 Form 5500 filing — Amplify Hr Management 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 20241008141511NAL0008446099001) for Amplify Hr Management Retirement Savings Plan, reported by Amplify Hr Management under EIN 82-1671832 and plan number 001. It reports 3,739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008141511NAL0008446099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amplify Hr Management
- EIN
- 82-1671832
- Plan number
- 001
- Location
- Northbrook, IL
- Participants
- 3,739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,233,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $173,233,054
- Employer contributions
- $6,892,723
- Participant contributions
- $18,421,902
- Total income / additions
- $50,150,184
- Benefits paid
- $14,669,629
- Administrative expenses
- $945,937
- Total expenses
- $15,783,346
- Net increase / (decrease)
- $34,366,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $649,986 | not reported in the loaded dataset |
| Amplify Hr Management | PLAN ADMINISTRATOR | $169,169 | not reported in the loaded dataset |
| Slavic Mutual Fund Management Corp | PORTFOLIO MANAGEMENT | $126,782 | not reported in the loaded dataset |