Amplify Hr Management Retirement Savings Plan — Form 5500 plan (Amplify Hr Management)

Plain-English plan 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, Amplify Hr Management Retirement Savings Plan is a benefit plan reported by Amplify Hr Management under EIN 82-1671832 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,739 participants and $173,233,054 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amplify Hr Management
EIN
82-1671832
Plan number
001
Plan type
2
Location
Northbrook, IL
Latest filing year
2023
Participants
3,739
End-of-year plan assets
$173,233,054

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,739H, C20241008141511NAL0008446099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$173,233,054
Total liabilities (EOY)
$0
Net assets (EOY)
$173,233,054
Net assets (BOY)
$114,622,828

Income & contributions

Employer contributions
$6,892,723
Participant contributions
$18,421,902
Total contributions
$27,798,625
Total income / additions
$50,150,184

Expenses & distributions

Benefits paid
$14,669,629
Administrative expenses
$945,937
Total expenses
$15,783,346
Net increase / (decrease)
$34,366,838

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$649,986not reported in the loaded dataset2023
Amplify Hr ManagementPLAN ADMINISTRATOR$169,169not reported in the loaded dataset2023
Slavic Mutual Fund Management CorpPORTFOLIO MANAGEMENT$126,782not reported in the loaded dataset2023

Related Form 5500 pages