2023 Form 5500 filing — Academic Medicine Services Inc 401(K) Profit Sharing Plan & Trust
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 20240923124848NAL0004143059001) for Academic Medicine Services Inc 401(K) Profit Sharing Plan & Trust, reported by Academic Medicine Services Inc under EIN 16-1455134 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923124848NAL0004143059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Academic Medicine Services Inc
- EIN
- 16-1455134
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,309,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,309,935
- Employer contributions
- $504,055
- Participant contributions
- $1,875,129
- Total income / additions
- $7,695,010
- Benefits paid
- $2,409,739
- Administrative expenses
- $64,959
- Total expenses
- $2,474,698
- Net increase / (decrease)
- $5,220,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $31,615 | not reported in the loaded dataset |
| Trg Advisors Inc | ADVISOR | $26,813 | not reported in the loaded dataset |
| Americantcs Fiduciary Svcs | CONTRACT ADMINISTRATOR | $7,600 | not reported in the loaded dataset |