2023 Form 5500 filing — Amli Residential Properties 401(K) 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 20240819130330NAL0002667760001) for Amli Residential Properties 401(K) Plan, reported by Amli Management Company under EIN 36-3207100 and plan number 001. It reports 1,122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$66.7MReported net assets$66,698,398
Participants1.1K1,122
Provider compensation$118.1K4 Schedule C row(s)$118,060
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240819130330NAL0002667760001
Plan sponsor
Amli Management Company
EIN
36-3207100
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$66.7M total assets
Net assets$66.7MLiabilities$0
Money in vs. money out
Total income / additions$17.4M
Total expenses$4.6M
Benefits paid / distributions$4.5M
Contributions
Employer$1.6M
Participant$5.2M
Full reported line items
Total assets (EOY)
$66,698,398
Total liabilities (EOY)
$0
Net assets (EOY)
$66,698,398
Employer contributions
$1,607,352
Participant contributions
$5,158,242
Total income / additions
$17,416,852
Benefits paid
$4,456,351
Administrative expenses
$118,061
Total expenses
$4,600,176
Net increase / (decrease)
$12,816,676
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $72K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $39K
  3. 3
    INVESTMENT MGMT · Direct $3.5K
  4. 4
    INVESTMENT ADVISOR · Direct $3.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240819130330NAL0002667760001 cover?
It is the 2023 Form 5500 filing for Amli Residential Properties 401(K) Plan, reported by Amli Management Company (EIN 36-3207100).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages