Employers › AmplifyBio
Recordkeeping fees per participant · Amplifybio 401(k) Plan · plan year 2023
$141.38
Higher than 81% of the 13,318 plans $10 to 50M that report it.
= $38,737 / 274
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241013102005NAL0013996707001, received 2024-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241013102005NAL0013996707001, received 2024-10-13
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-10-13.
Administrative expenses excluding investment management, per participant
$141.38
Higher than 63% of the 23,494 plans $10 to 50M that report it.
= $38,737 / 274
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241013102005NAL0013996707001, received 2024-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241013102005NAL0013996707001, received 2024-10-13
Administrative expenses per participant
$208.86
Higher than 59% of the 24,286 plans $10 to 50M that report it.
= $57,229 / 274
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241013102005NAL0013996707001, received 2024-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241013102005NAL0013996707001, received 2024-10-13
Administrative expenses as a share of assets
0.440%
Higher than 78% of the 24,321 plans $10 to 50M that report it.
= $57,229 / $13,020,130
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241013102005NAL0013996707001, received 2024-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241013102005NAL0013996707001, received 2024-10-13
Employer contributions per participant
$4,411
Higher than 88% of the 23,376 plans $10 to 50M that report it.
= $1,208,715 / 274
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241013102005NAL0013996707001, received 2024-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241013102005NAL0013996707001, received 2024-10-13
Employer share of total contributions
28.9%
Higher than 53% of the 23,409 plans $10 to 50M that report it.
= $1,208,715 / $4,189,600
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241013102005NAL0013996707001, received 2024-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241013102005NAL0013996707001, received 2024-10-13
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20241013102005NAL0013996707001, received 2024-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AMPLIFYBIO, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Plan name | AMPLIFYBIO 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Sponsor EIN / plan number | 86-2301671 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Sponsor location | WEST JEFFERSON, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Industry (business code) | 541700, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Filing received | 2024-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Participants, beginning of year | 285 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Active participants | 304 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Participants, end of year | 337 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Participants with an account balance | 274 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Total assets, beginning of year | $7,429,838 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Total assets, end of year | $13,020,130 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Net assets, end of year | $13,020,130 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Total income | $6,175,065 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Net income | $5,590,292 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Employer contributions | $1,208,715 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Participant contributions | $2,181,319 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Other contributions (incl. rollovers) | $799,566 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Total contributions | $4,189,600 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Benefit payments | $523,734 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Total expenses (incl. benefit payments) | $584,773 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Total administrative expenses | $57,229 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Recordkeeping fees | $38,737 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Investment advisory and management fees | $18,492 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Administrative expenses excluding investment management | $38,737 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Held in common/collective trusts | $119,521 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Held in mutual funds | $12,694,023 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20241013102005NAL0013996707001, received 2024-10-13 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20241013102005NAL0013996707001, received 2024-10-13 |
Position = column in the DOL layout for form year 2023. Filing 20241013102005NAL0013996707001, received 2024-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| ADP, INC.recordkeeper | RECORD KEEPER | 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees | $38,736 | yes |
| MORGAN STANLEY SMITH BARNEYrecordkeeper | INVESTMENT/FINANCIAL ADVI | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 49 Other services; 50 Direct payment from the plan; 64 Recordkeeping fees; 99 Other fees | $18,491 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20241013102005NAL0013996707001, received 2024-10-13.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.
Sponsor name as filed: AMPLIFYBIO, LLC; SEC registrant: AmplifyBio, LLC (CIK 1864817, matched by EIN).