Plan5500

Amplify Education, Inc. 401(K) Plan — Form 5500 plan (Amplify Education, Inc.)

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 Education, Inc. 401(K) Plan is a benefit plan reported by Amplify Education, Inc. under EIN 13-4125483 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,781 participants and $129,294,178 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amplify Education, Inc.
EIN
13-4125483
Plan number
001
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
Participants
1,781
End-of-year plan assets
$129,294,178

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,781H, C20241014123611NAL0027284817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$129,294,178
Total liabilities (EOY)
$0
Net assets (EOY)
$129,294,178
Net assets (BOY)
$89,413,282

Income & contributions

Employer contributions
$6,766,611
Participant contributions
$15,271,313
Total contributions
$26,121,981
Total income / additions
$45,146,843

Expenses & distributions

Benefits paid
$5,155,898
Administrative expenses
$100,718
Total expenses
$5,265,947
Net increase / (decrease)
$39,880,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$59,796not reported in the loaded dataset2023
Eisneramper LlpACCOUNTANT$31,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$141,231$02023

Related Form 5500 pages