2023 Form 5500 filing — Ambulatory Medical Practices Management Services Organization, Inc. 401k 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 20241011150157NAL0022127409001) for Ambulatory Medical Practices Management Services Organization, Inc. 401k Plan, reported by Ambulatory Medical Practices Management Services Organization, Inc. under EIN 45-2518871 and plan number 002. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150157NAL0022127409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ambulatory Medical Practices Management Services Organization, Inc.
- EIN
- 45-2518871
- Plan number
- 002
- Location
- Valhalla, NY
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,416,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,416,393
- Employer contributions
- $743,376
- Participant contributions
- $959,338
- Total income / additions
- $4,384,246
- Benefits paid
- $3,108,354
- Administrative expenses
- $76,171
- Total expenses
- $3,184,525
- Net increase / (decrease)
- $1,199,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,170 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $56,844 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |