2023 Form 5500 filing — Amperity 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 20241006145055NAL0028445442001) for Amperity 401(K) Plan, reported by Amperity, Inc. under EIN 81-0890699 and plan number 001. It reports 433 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)$19.2MReported net assets$19,175,725
Participants433
Provider compensation$13.8K2 Schedule C row(s)$13,811
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241006145055NAL0028445442001
Plan sponsor
Amperity, Inc.
EIN
81-0890699
Plan number
001
Location
Seattle, WA
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)$19.2M total assets
Net assets$19.2MLiabilities$0
Money in vs. money out
Total income / additions$8.6M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$0
Participant$4.8M
Full reported line items
Total assets (EOY)
$19,175,725
Total liabilities (EOY)
$0
Net assets (EOY)
$19,175,725
Employer contributions
$0
Participant contributions
$4,753,568
Total income / additions
$8,635,591
Benefits paid
$1,129,397
Administrative expenses
$13,811
Total expenses
$1,156,710
Net increase / (decrease)
$7,478,881
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $13.8K
  2. 2
    RECORDKEEPER · Direct $19 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241006145055NAL0028445442001 cover?
It is the 2023 Form 5500 filing for Amperity 401(K) Plan, reported by Amperity, Inc. (EIN 81-0890699).
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