2023 Form 5500 filing — Ampla Health Retirement 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 20241012193122NAL0047641074001) for Ampla Health Retirement Plan, reported by Ampla Health under EIN 94-2210447 and plan number 002. It reports 796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012193122NAL0047641074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ampla Health
- EIN
- 94-2210447
- Plan number
- 002
- Location
- Yuba City, CA
- Participants
- 796
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,337,131
- Total liabilities (EOY)
- $6,175
- Net assets (EOY)
- $24,330,956
- Employer contributions
- $1,569,109
- Participant contributions
- $2,156,215
- Total income / additions
- $7,632,688
- Benefits paid
- $4,455,872
- Administrative expenses
- $115,424
- Total expenses
- $4,571,296
- Net increase / (decrease)
- $3,061,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $75,408 | not reported in the loaded dataset |
| Associated Pension Consultants | NONE | $59,390 | not reported in the loaded dataset |
| John Hancock Trust Company LLC | NONE | $22,757 | not reported in the loaded dataset |