2023 Form 5500 filing — Advancedhealth 401(K) Profit Sharing 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 20240919103730NAL0005814833001) for Advancedhealth 401(K) Profit Sharing Plan, reported by Advanced Diagnostic Imaging, P.C. Dba Advancedhealth under EIN 62-0874165 and plan number 053. It reports 2,582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919103730NAL0005814833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Diagnostic Imaging, P.C. Dba Advancedhealth
- EIN
- 62-0874165
- Plan number
- 053
- Location
- Goodlettsville, TN
- Participants
- 2,582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,096,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,096,208
- Employer contributions
- $7,679,076
- Participant contributions
- $7,626,483
- Total income / additions
- $35,950,750
- Benefits paid
- $8,980,460
- Administrative expenses
- $347,935
- Total expenses
- $9,355,744
- Net increase / (decrease)
- $26,595,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Thoroughbred Financial Services LLC | INVESTMENT ADVISOR | $165,945 | $0 |
| Employee Benefit Services Inc | CONTRACT ADMIN | $95,028 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $86,961 | $0 |