2023 Form 5500 filing — Ami Partners Employees Safe Harbor 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 20240826143734NAL0019604354001) for Ami Partners Employees Safe Harbor Plan, reported by Access Markets International (Ami) Partners, Inc. under EIN 13-3865520 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,467,860
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240826143734NAL0019604354001
Plan sponsor
Access Markets International (Ami) Partners, Inc.
EIN
13-3865520
Plan number
001
Location
New York, NY
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$438.2K
Total expenses$463.9K
Benefits paid / distributions$463.9K
Contributions
Employer$59.8K
Participant$143K
Full reported line items
Total assets (EOY)
$1,467,860
Total liabilities (EOY)
$0
Net assets (EOY)
$1,467,860
Employer contributions
$59,802
Participant contributions
$143,025
Total income / additions
$438,180
Benefits paid
$463,900
Administrative expenses
$0
Total expenses
$463,900
Net increase / (decrease)
-$25,720

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826143734NAL0019604354001 cover?
It is the 2023 Form 5500 filing for Ami Partners Employees Safe Harbor Plan, reported by Access Markets International (Ami) Partners, Inc. (EIN 13-3865520).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages