Ambling Property Investments, LLC Retirement Savings Plan — Form 5500 plan (Ambling Property Investments, LLC)
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, Ambling Property Investments, LLC Retirement Savings Plan is a benefit plan reported by Ambling Property Investments, LLC under EIN 20-1317231 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $4,759,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ambling Property Investments, LLC
- EIN
- 20-1317231
- Plan number
- 001
- Plan type
- 2
- Location
- Valdosta, GA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $4,759,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20240911091101NAL0013833906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,759,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,759,303
- Net assets (BOY)
- $4,789,401
Income & contributions
- Employer contributions
- $83,970
- Participant contributions
- $360,302
- Total contributions
- $444,272
- Total income / additions
- $1,234,592
Expenses & distributions
- Benefits paid
- $1,233,383
- Administrative expenses
- $31,307
- Total expenses
- $1,264,690
- Net increase / (decrease)
- -$30,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clements, Purvis & Stewart, Pc | ACCOUNTANT/AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| Fintrust Capital Adv Dba Fintrust | ADVISOR | $14,412 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,395 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ambling Property Investments, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Valdosta, GA
- Clements, Purvis & Stewart, Pc — Schedule C compensation
- Fintrust Capital Adv Dba Fintrust — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation