2023 Form 5500 filing — Aligned Modern Health 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 20240905114453NAL0038642384001) for Aligned Modern Health 401(K) Plan, reported by Damen 4 Management Of Illinois, LLC under EIN 27-3715602 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905114453NAL0038642384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Damen 4 Management Of Illinois, LLC
- EIN
- 27-3715602
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,207,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,207,532
- Participant contributions
- $563,502
- Total income / additions
- $905,824
- Benefits paid
- $319,339
- Administrative expenses
- $5,780
- Total expenses
- $325,119
- Net increase / (decrease)
- $580,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $5,780 | $0 |
| Fidelity | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |