2023 Form 5500 filing — American Apartment Management Tax Deferred Savings 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 20241014120951NAL0014896163001) for American Apartment Management Tax Deferred Savings Plan, reported by Aamci - Management, Inc. under EIN 62-0882160 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120951NAL0014896163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aamci - Management, Inc.
- EIN
- 62-0882160
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,778,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,778,076
- Employer contributions
- $188,541
- Participant contributions
- $297,484
- Total income / additions
- $1,323,948
- Benefits paid
- $386,052
- Administrative expenses
- $66,419
- Total expenses
- $452,471
- Net increase / (decrease)
- $871,477
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management, LLC | NONE | $34,805 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $16,964 | $0 |
| Purkey Carter, Compton | NONE | $14,650 | not reported in the loaded dataset |