2023 Form 5500 filing — Access & Integrated Practice Holdings 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 20241010151127NAL0020403137001) for Access & Integrated Practice Holdings 401(K) Plan, reported by Access & Integrated Practice Holdings LLC under EIN 45-4105320 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151127NAL0020403137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Access & Integrated Practice Holdings LLC
- EIN
- 45-4105320
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,645,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,645,786
- Employer contributions
- $160,739
- Participant contributions
- $1,022,878
- Total income / additions
- $3,271,676
- Benefits paid
- $911,248
- Administrative expenses
- $72,338
- Total expenses
- $983,586
- Net increase / (decrease)
- $2,288,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,337 | $0 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $0 | $12,837 |
| Hays Financial Group, LLC | INVESTMENT ADVISORY | $0 | $11,582 |